The Partner Channel Magazine Summer 2016

SUMMER 2016 | WWW.THEPARTNERCHANNEL.COM
Becoming the
Total
Package
Interview
with
Mike
Ehrenberg

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THE PARTNER CHANNEL ® MAGAZINE
SUMMER 2016
contents
44
How
Rounded is
Your Roster
in every issue
8 CONTRIBUTORS
9 EVENTS
NEWS
11
12
ON THE HOMEFRONT
Think Stars
52
ADVERTISER INDEX
54
THE LIST
55
departments
MEMBERS ONLY CORNER
CAL Business Solutions
14 LEADERSHIP
When it All Comes Together
16 SALES
If Cars Worked Like ERP Systems
20 MARKETING
Building Your Marketing Machine
30 LEADERSHIP
Full-service Project Management
34 SALES
Better Partner Management =
Better Channel Performance
38 MARKETING
Becoming “The Total Package”
for Your Customers
44 LEADERSHIP
How Rounded is Your Roster
features
24
26
TPC INTERVIEW
Mike Ehrenberg
THE GENIUS SERIES
Celebrating our First
Graduating Class
A PUBLICATION DEDICATED TO
BUILDING A COMMUNITY FOR PARTNERS
WORD-A-GANZA
28
LOGO CONTEST
41
VAR PROFILE
42 AEC360
48
50
ISV PROFILE
Arbela
PHOTO CAPTION
CONTEST AND RESULTS
THEPARTNERCHANNEL.COM | SUMMER 2016 5

SUMMER 2016 | WWW.THEPARTNERCHANNEL.COM
NOTES
h el “New Quote.” – Ayn Rand Summer 2016
Becoming the
Total
Package
THE
TOTAL PACKAGE
r
Interview
with
Mike
Ehrenberg
ON THE COVER
The term “Swiss Army knife”
was coined by American soldiers
after World War II due to the
difficulty they had in pronouncing
“Offiziersmesser”, the German
You spend your days building out end-to-end solutions for your
customers, helping to address their needs and keeping them focused
on their business.
But have you spent much time thinking about what it takes for
your organization to be the total package?
This issue helps to address that very question. From a leadership
perspective, Tracy Faleide looks at rounding out your roster on page 44;
Peter Joeckel takes on the ins and outs of ERP systems with a tongue-in-cheek (or
not at all, really) car metaphor on page 16; and our new contributor, Michelle Etherton of
The Partner Marketing Group, addresses what it takes to gain the “total package” moniker
from a marketing perspective on page 38.
You’ll also read my conversation with Mike Ehrenberg, the Microsoft technical fellow
(both in title and general nature) responsible for Microsoft Dynamics R&D as well as an
interview with AEC360, winner of the 2016 Microsoft Dynamics Industry Award.
It’s anniversary time again: Thank you to Jane for 11 great years of service and to
Bethany for taking good care of our marketing and communications for the past three
years.
Thank you to our advertisers and participants in The List for your commitment to the
Partner community. We love seeing you in print (and online) and providing a platform
for you to be seen.
name for the tool. Source: Wikipedia
Cover illustration by Matt Mastrud for The Partner Channel ® .
Jenny@thepartnerchannel.com partnerchannel ThePartnerChannel company/the-partner-channel
THE PARTNER CHANNEL ® MAGAZINE Summer 2016
PUBLISHER TPC Publishing
EDITOR-IN-CHIEF Jenny Davis
COPY EDITOR Kate Mund
WRITERS Bethany Foyt, Jasmine McNellis, Jenny Davis
CONTRIBUTING WRITERS Adrianne Machina, Bonnie Robertson, Dana Citron,
Michelle Etherton, Pam McGee, Peter Joeckel, and Tracy Faleide
ART DIRECTOR Shawn Olson
CONTRIBUTING ARTISTS Dave Swang, Matt Mastrud,
Seth Rexilius, and Shawn Olson
ADVERTISEMENT SALES Jane Olson
MEMBERSHIP PROGRAM MANAGER Jasmine McNellis
The Partner Channel Magazine is published by TPC Publishing, a business unit of The Partner Channel,
Inc., with principal offices at 1240 Elm Street, Fargo, N.D. 58102. All postage is paid from Fargo, N.D.
If you wish to be removed from the mailing list, send your request, including name, business name,
and mailing address to the above address, or to Jane@thepartnerchannel.com.
If you wish to add names, the same directions apply.
The Partner Channel ® , Inc. is an independent company and is not affiliated with Microsoft Dynamics ®
or any of its affiliates or subsidiaries.
This is a copyrighted publication ©2016, and all articles herein are covered by this copyright. All rights are
reserved. Any use of the content for commercial reasons or any other form of reproduction of material
herein is strictly prohibited without prior written approval of The Partner Channel, Inc.
Most articles are submitted by independent industry professionals; therefore their views and opinions may
not be those of the publishers. Inasmuch, TPC Publishing cannot be held responsible for any or all
comments or information held within those articles.
This publication is printed in the U.S.A. by Forum Communications Printing.
This label only applies
to the text stock.
THEPARTNERCHANNEL.COM | SUMMER 2016 7

contributors
dana citron
adrianne machina
Email Amachina@tornadomktg.com
Facebook Adrianne.machina
LinkedIn Adriannemachina
Twitter Adriannemachina
website www.tornado-marketing.com
Email Dcitron@channeltivity.com
Facebook Channeltivity
LinkedIn Channeltivity
Twitter Channeltivity
Youtube Channeltivity
website www.channeltivity.com
blog www.channeltivity.com/blog
pam mcgee
Email Pmcgee2@hotmail.com
peter joeckel
Email Pjoeckel@turnondynamics.com
LinkedIn Peter Joeckel
Twitter TurnOnDynamics
website www.turnondynamics.com
Blog blog.TurnOnDynamics.com
Adrianne Machina is the chief velocity
officer of Tornado Marketing and an indemand
copywriter, speaker, and consultant
with a special focus on online marketing.
Adrianne is a firm believer that progress
is better than perfection, and that boring
marketing will get you nowhere. She helps
clients harness their business passion and
purpose into marketing that reflects their
company’s unique strengths and attracts
their ideal clients. Adrianne has worked in
the Microsoft Dynamics channel since 2000
and teaches marketing to entrepreneurs at
the University of Wisconsin–Madison.
bonnie robertson
Email Bonnie@bonnierobertson.com
LinkedIn Bonnierobertson
Bonnie Robertson understands big and
small business. She’s worked for one of the
biggest – Microsoft – and now runs her own
consulting company. Bonnie’s been helping
business owners and managers improve
their businesses for more than 20 years.
Dana Citron is responsible for Channeltivity’s
programs that create awareness and demand
for the company’s leading Partner relationship
and channel management software platform.
Dana came to Channeltivity with more than 15
years of success driving marketing strategy
and lead generation in emerging and highgrowth
technology companies. She received
her bachelor’s degree in communications
from the University at Albany.
michelle etherton
Email Metherton@
thepartnermarketinggroup.com
LinkedIn Michelleetherton
Twitter PartnerMktGrp
website www.thepartnermarketinggroup.com
blog www.thepartnermarketinggroup.com/blog
Michelle Etherton is a professional marketing
consultant, communications manager, and
copywriter who has worked extensively with
software publishers, VARs, and ISVs. With a
background in Microsoft Dynamics CRM and
ERP, Michelle intuitively understands how to
translate highly technical topics into compelling
content. Her motto? Technology doesn’t
have to be stale and boring! It can be fresh,
engaging, and even a little fun. Numerous
organizations within the technology community
have successfully leveraged Michelle’s
innovation and expertise over the years,
and she specializes in helping businesses
develop targeted messaging and marketing
for ERP, CRM, financial management, business
intelligence, and productivity solutions.
Pam McGee is the principal of pMcGee
Consulting and specializes in helping
businesses get to the future instead of
having their future get to them. Specialty
areas that clients can count on Pam for
are building a culture, defining shared
values, coaching, leadership, and basic
HR practices. Pam has more than 20 years
business experience, 10 years consulting
experience, and strong leadership and
management skills.
tracy faleide
Email Tfaleide@hotmail.com
facebook Tfaleide
LinkedIn Tracyfaleide
Twitter Tracyfaleide
Tracy Faleide has nearly 30 years of
experience in communications, project and
people management, change management,
strategy alignment, and marketing. She held
several communications and leadership
positions at Great Plains Software and
Microsoft, led her own consulting and
writing business, and now serves as
the storyteller (aka director of corporate
communications) at Intelligent InSites, the
leading provider of operational intelligence
for healthcare.
Peter Joeckel has been a leader in midmarket
ERP since 1986 when his company
installed some of the first network-based
manufacturing systems in the country.
As a business owner, Peter built and
eventually sold one of the fastest-growing
and forward-thinking value-added software
dealerships in the country. Its success was
fueled by innovative software selection
techniques and an outstanding project
delivery team. He sold the organization in
1999 to an e-commerce provider when
it had grown in less than three years
from zero to $6 million in annual revenue
with more than 300 customers and 45
employees. He has assisted in the selection
and implementation of hundreds of ERP
solutions and has been recognized for
his ability to match the right solution for
a customer’s needs rather than “pushing
boxes of software.” Today, Peter focuses on
helping companies select and implement
ERP solutions by using advanced tools and
processes that increase the likelihood of
successful projects. His goal is to continue
to improve those tools and processes to
build value for customers and provide a
smooth transition from the selection to
implementation process.
8 summer 2016 | thepartnerchannel.com

EVENTS
UPCOMING EVENTS? Going somewhere, but it’s not
on the list? Let us know, and we’ll include it in the next issue!
Go to www.thepartnerchannel.com/magazine under “Calling All Events!”
to submit details. Find registration links to these events online at
www.thepartnerchannel.com/upcoming-events.
July
Microsoft Worldwide Partner Conference
July 10-14 | Toronto, Canada
partner.microsoft.com/en-us/wpc
October
AXUG Summit
October 11-14 | Tampa, FL
axugsummit.com
Microsoft Dynamics AX Fast TrAX
July 11-August 5 | Fargo, ND
https://msevents.microsoft.com/CUI/EventDetail.aspx?EventID
=1032691455&Culture=en-US&community=0
September
reIMAGINE
September 19-21 | Fargo, ND
www.reimagine2016.com/home
NAV Directions 2016
September 25-28 | Chandler, AZ
www.navdirections.com
CRMUG Summit
October 11-14 | Tampa, FL
crmugsummit.com
GPUG Summit
October 11-14 | Tampa, FL
gpugsummit.com
NAVUG Summit
October 11-14 | Tampa, FL
navugsummit.com
Microsoft Ignite
September 26-30 | Atlanta, GA
www.ignite.microsoft.com
Registration is open for the 2016-2017 courses
of “Marketers Excel into Geniuses” and
“Advanced Marketer Intensive”. Learn more at
www.thepartnerchannel.com/the-genius-series.
THEPARTNERCHANNEL.COM | SUMMER 2016 9

I want to
be a genius!
Registration for
The Genius Series
is now open and we
have a way for you to
WIN a scholarship:
1
2
3
4
Take a photo with the “I want to be a genius!” quote bubble
Email it to Bethany@thepartnerchannel.com
Register for your desired course at
www.thepartnerchannel.com/the-genius-series
If your name is chosen on August 31, we’ll mail you a scholarship
check (aka refund)
Learn more about The Genius Series on pages 26-27 and
www.thepartnerchannel.com/the-genius-series.

NEWS
GOT NEWS? Share it with us at www.thepartnerchannel.com/magazine
under “News,” and we’ll print it in the Fall 2016 issue of the magazine.
Baldwin Krystyn Sherman Partners (BKS-Partners), a Tampabased
insurance brokerage firm, has selected Concerto
Cloud Services, a fully managed cloud provider for
mission-critical applications, and its virtual private cloud to
streamline its IT infrastructure. Migrating to the Concerto
cloud enables BKS-Partners to improve infrastructure
security with HIPAA and PCI compliance, enhance business
continuity and performance, and reduce IT expenses. “After
researching the cloud services marketplace, it became clear
to us that Concerto Cloud Services is the only offering that
provides our organization with the customized solutions
that work best for our evolving culture and growth goals,”
said BKS-Partners co-founder Lowry Baldwin. “Concerto
gives us the security we need to ensure HIPAA and PCI
compliance, increased uptime to guarantee that we are there
when our clients need us, and the peace of mind in knowing
that Concerto Cloud Services is the go-to partner for all
of our IT needs.” Learn more at www.concertocloud.com.
Corporate Renaissance Group (a member of
the Microsoft Partner Network), a leading provider of services
and technology for better business management and PDS®,
a leading developer of human resources, benefits, recruiting
and payroll systems, announced that the companies have
formed a strategic alliance to provide advanced employee
performance management and HRMS solutions. Read the
full press release at www.crgroup.com/Company/News/
Pages/CRGroup-Joins-Forces-with-PDS.aspx.
DFC Consultants was honored as a Microsoft
Dynamics Partner of the Year at Altec’s doc-link Evolution
conference in Newport Beach, CA. The award honors a
Microsoft Partner that has an outstanding relationship with
Altec and a commitment to providing customers with doclink
document management. DFC Consultants was one of
only two recipients. Altec is a leading provider of integrated
document management and workflow solutions. Its products
enable companies to reduce their overall environmental
footprint by allowing them to go paperless. The company’s
solutions integrate directly with Microsoft Dynamics GP, a
software system that DFC Consultants provides to customers
throughout the country. With three locations across North
Dakota, DFC Consultants provides software, accounting,
and custom programming to small and medium businesses.
Green Beacon, a leading provider of solutions built on
Microsoft Dynamics CRM, and AKA Enterprise Solutions,
one of the most distinguished Microsoft Dynamics Partners
globally, have signed a definitive merger agreement. Green
Beacon will continue servicing current and future customers
while conducting business as AKA Green Beacon. Both
AKA Enterprise Solutions and Green Beacon are leading
Partners in the Microsoft Dynamics community. Green
Beacon has earned a stellar reputation for its CRM solutions
and performance in the public sector and financial services
industries and has been named to the Microsoft President’s
Club. AKA is a leader in Microsoft Dynamics ERP, with
vertical focus and intellectual property in the public sector,
financial services, media, life sciences, manufacturing, and
distribution industries. The company has been recognized
six times as Microsoft’s worldwide ERP Partner of the
Year winner or finalist. Read more at www.prweb.com/
releases/2016/05/prweb13409956.htm.
Multinational software developer Retail Realm
unveiled a new electronic funds transfer (EFT) integration for
the Microsoft Dynamics AX for Retail platform, partnering
with leading transactional gateway in Mexico, Mercadotecnia
Ideas y Tecnología (MIT). This partnership and product
integration expand Retail Realm’s growing repertoire of
payment gateways, processors, and territories around the
world. For more information, visit www.rrdisti.com/news/
retail-realm-and-mecadotecnia-ideas-y-tecnologia-mitof-mexico-announce-new-card-payment-integration.
The Partner Marketing Group is excited
to announce the addition of Michelle Etherton as its
communications manager and senior writer. Many of
The Partner Marketing Group’s clients will remember her
exceptional talent as one of the company’s extended team
of copywriters and consultants over the past several years.
Michelle brings more than 20 years combined experience
in technology and B2B marketing and has worked with
numerous software publishers, VARs, and ISVs worldwide.
Visit www.thepartnermarketinggroup.com/michelle-ethertoncommunications-manager-senior-copywriter
to learn more.
TimeXtender, the world’s leading provider of data
warehouse automation (DWA) software for the Microsoft
SQL Server, announced a new worldwide partnership with
Qlik®, (NASDAQ: QLIK) a leader in visual analytics, to offer
a comprehensive data warehouse and business intelligence
package to customers worldwide. The new agreement brings
together two powerhouses in their respective markets,
TimeXtender in DWA and Qlik in visual analytics. Learn
more at www.timextender.com/press/timextenderannounces-worldwide-partnership-with-qlik.
TrinSoft continues to grow and recently welcomed several
new team members including Paula Durst, Heather Nichol,
Audra Meighan, Mark Jenkins, and Chelsea Gerstle.
THEPARTNERCHANNEL.COM | SUMMER 2016 11

ON THE HOMEFRONT
THINK
Stars...
story by JENNY DAVIS
Let’s start this article out with a general understanding: I like Starbucks. A lot.
It’s some kind of blend of over-roasted coffee and the music and the shade of green and
those little vanilla bean scones.
When Starbucks launched its gold card star program (likely not the official name), I
downloaded the app and delighted in watching those little stars bounce around the virtual
cup each time I made a purchase.
(If you’re not familiar with the program, there were particular milestones that rewarded you with free and
discounted drinks. Once you reached 30 stars, you were a gold card member for the next year, which had its own
set of benefits. It was a sensory person’s dream, watching those stars collect and then trading them in for a prize.
Yes, I’m aware that I was paying for the prize. You pay for it at Chuck E. Cheese as well. Now…back to the point.)
Some sort of hubbub started to brew.
Apparently people with too much time on their hands figured out how to cheat the system a bit, racking up stars
on cheap(er) beverages and then cashing in their stars for more expensive drinks.
Starbucks responded by revamping the program. There were emails and a letter and in-app notifications and
memos and store signage.
The stars went away and were replaced by points which become stars at some point and then become free drinks
at some other point…and I honestly have no idea when that point is.
Does this type of program sound familiar to you?
A program that starts out easy and then grows in complexity over the years and then moves to another website
and then gets a new name and then…and then…and then…
We don’t have a whole lot of control over these types of programs in life, and hopefully you don’t lose too many
hours of your day (or night) in reading through the fine print to make sure you’re not missing anything.
We do, however, have control over the types of programs we create within our own teams, departments, and
organizations at large.
For example: When you explain a program to a customer or co-worker, do their eyes gloss over or do they nod
in agreement? In the Skype world, is there stone-cold silence or is the person on the other end making some sort
of acknowledgement?
If you are met with glossy eyes or silence, take that as a cue that change may be in order.
Now, don’t throw up your hands in disgust, figuring that the whole thing is garbage and you have to start over. It
may be that a tweak to the wording or delivery can reduce the friction.
While you have the glossy, silent one present, use them as your test case. (Politely) note that you feel as if you
lost them and ask if they can articulate which part was difficult to understand. (This is where you stay smiling and
friendly, without acting defensive. Some people are better at this than others, so pull a colleague in if you tend to
struggle in this type of situation.)
Now it’s time to turn those vague points back into stars. It might take a day, it might take a year, but you, your
team, and your customers will be better off from your effort.
12 SUMMER 2016 | THEPARTNERCHANNEL.COM

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LEADERSHIP
Comes
WHEN IT ALL
Together
story by BONNIE ROBERTSON
It is a glorious memory, a story we like to share and celebrate at company events or when our
teams need a confidence boost. Those clients, those projects, those situations when it all came
together, and the end results were a cheering customer, a victorious team, and a profit to show for
all the effort. While it is difficult to admit, these kinds of success stories are not as commonplace
as we would like. In some cases, they become the exception rather than the rule. In our endless
meetings and dialogues, we begin to ask ourselves, why did it work then but not now? Was it skillful
planning? Was it healthier communication between all parties? Was it a wiser choice of client? Was it just “luck”?
Over the years I have observed, facilitated, or participated in hundreds of client and project analyses where the
question eventually arises, “Why is this situation not achieving the results we know we can achieve? Why is it not
coming together this time?” I am not here to tell you that there is an easy answer or three magical keys or solutions
that can achieve the results we imagine or know are possible. There are those organizations that do display some
repeatable habits that create those win-win success stories. There are patterns that bring it all together as more of
a standard than the exception. My observations are that these successes occur because of focus on the following
categories: Product, people, process, and profit. Doesn’t everyone focus on these categories? Yes, but the best
practices and outcomes of Partners have some different twists as to what and when to focus.
PRODUCT
Starting with product, as we so often do in this industry, we must face certain realities. There
are fantastic products in the market today, and over the years the leading business applications
and add-on solutions have been greatly fine-tuned. However, there is NO perfect product.
There is no software that performs exactly the way a customer imagines it should. There
is no software that meets all the needs of the customer, which is why starting with
product is not the best way to start. Software is not a service; rather, it is an enabler
for services. Various software products that align with a customer’s business
enable us to assist the customer in achieving what they hoped to when they
decided to disrupt their business with new or additional technology. In
order to provide this service, enabled by software, it requires the right
people following the right processes before final product selection
and implementation occur.
PEOPLE
A truly successful client service project requires
people with skills at various levels. The best successes I
have observed were people facilitating client needs and
expectations long before the technically skilled implementers
became involved. Why are the prospective clients looking
to add or change technology? How do they anticipate this
impacting their business processes? How do they anticipate
the new technology impacting their teams? Their customers?
What is their change and transition plan as the technology is
being introduced and further driven into their organizations?
At this point, some of you will be saying, as I have heard it
over the years…“that is the client’s problem…many of them don’t
even agree on what they want.” This is true. Clients’ management
14 SUMMER 2016 | THEPARTNERCHANNEL.COM

teams have different expectations of why
they are making this investment – and often
times those expectations are not aligned
or may even be in conflict. If that is the
client’s problem, then as service providers, it
becomes our problem, one way or the other.
The best practices of Partner organizations
that I have observed create courageous
dialogue, genuine facilitation, and honest
feedback from the very beginning. The lack
of clarity of expectations in client projects
has the potential of draining profits from a
service business and perhaps even damaging
our reputations for being able to deliver.
You all know that effective interaction and
communication with the client are important
throughout the project, but never are they
as critical as they are at this stage before a
project plan is delivered and implementation
begins. Skilled business facilitators in a
service business establish a groundwork that
creates long-term relationships and profits
for both the client and the Partner.
PROFIT
When it all comes together, the client has achieved their goals, and the Partner organization has
shown a profit in providing the services, which helped to make it happen. Far too often, project and
client profits are not managed along the way. We focus on “billing” and “benchmarks” but do not
align those with the larger picture, which must be profitable. Effectively managing project and client
profitability is part of the overall management discipline that determines progress and success.
The best of Partner companies are managing client needs, with project benchmarks, and are
experiencing true project profits. Here again, the management discipline of courageous facilitation
and rigorous data can catch or even prevent problems that drain the profit from our services.
Bringing it all together to achieve the greatest success possible for our customers, our teams,
and our company involves best practices of rigorous discipline and constant reality checks. As
one well-experienced entrepreneur once told me, “Hey, if it was easy, any damn fool could do it!”
That sounds like a great market differentiator!
PROCESS
Just as there is not a perfect product
or client, there is not a perfect process.
But consistent overall management
process matters the most. Yes, there
are implementation processes, project
management processes, and client
feedback processes, and most Partner
organizations are proficient at these. But
the most successful service companies
have an overall process that connects
consistently all the other processes together
in a continual evaluation of progress. The
intent is not to add complication to the
business or create unnecessary meetings.
The intent has to be to maintain the overall
picture and vision of what was established
as the desired outcome for both the client
as well as our organization in the very
beginning. It is a form of management
discipline that is based on reality and
open dialogue. While one size does not
fit all, management process fits all sizes
of organizations, clients, and projects.
Without it, we come to a point where we
ask ourselves, “What went wrong? Why
are we so far behind? Why does the client
refuse to pay the recent invoice?” All of
which are after the fact. It is not easy to ask
hard questions when we want to believe
that projects and clients are humming
along, or that the prospect of the next
biggest deal is right around the corner.
Truth is much easier to manage before
overlooked problems derail progress.
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THEPARTNERCHANNEL.COM | | SUMMER SPRING 2016 15

SALES
IF CARS WORKED LIKE
ERP Systems
story by PETER JOECKEL
illustration by MATT MASTRUD
Is anyone else fascinated with the one minor problem that all ERP systems have?
The problem is that they all fail.
Yes…all.
They fail spectacularly and bring down entire companies and careers, or they fail incrementally
by slowly sucking time, money, and the will to live out of organizations, but they all fail.
If we define a successful ERP implementation as one being delivered:
» On time
» On budget
» And with promised functionality
Well, then based on that completely reasonable set of requirements,
all ERP systems fail.
Amazingly, companies keep buying new ERP systems.
That got me to thinking: Let’s assume for a moment that
cars, and by extension, new car sales, worked like ERP
system sales and implementations.
16 SUMMER 2016 | THEPARTNERCHANNEL.COM

As you jubilantly accelerate down the street,
the wheels fall off. The engine starts smoking,
and you manage to get out just before the
car blows up in a huge fireball.
THEPARTNERCHANNEL.COM | | SUMMER SPRING 2016 17

SCENARIO 1
After plunking down a sum of money equal to or greater than the GDP of several small countries on that
brand new ride that you have been eyeing, you finish the paperwork and drive off the lot, intoxicated by that rich
Corinthian leather aroma (also known as “new car smell” for people not as old as me).
As you jubilantly accelerate down the street, the wheels fall off. The engine starts smoking, and you manage to
get out just before the car blows up in a huge fireball.
Returning to the dealership with singed eyebrows and a slight limp, you are informed that, “that particular minor
issue” is not covered in your contract.
Bonus points: Read the “shrink wrap” contract on your ERP software. Go ahead…we can wait.
SCENARIO 2
Same as above in regards to forking over loads of cash, but as you drive off the lot, you notice that you have no
doors, no hood, no stereo, and no AC. The result is the same as above, but the dealer blames his outsourced service
department that just went out of business for failing to install those correctly.
The new outsourced service department, when reached via a phone call to an overseas location, only has the
needed parts for last year’s model, but an upgrade is expected any day…for an additional fee, of course.
SCENARIO 3
After once again plunking down an arm and a leg, you are told to walk home and to check back frequently in case
your car is ready. After months of calls, you buy a bike. A bike bike…not a motorcycle. You are broke.
Would anyone buy cars under this sales and delivery model? How do we continue to get away with it in the ERP
software industry?
Oh wait…I know…the next release is the BEST ever! And it is going to empower every person in the organization
with a rich user experience and immersive content!
It’s upgrade time!
Peter Joeckel is president and founder of TurnOnDynamics. He can be reached at Pjoeckel@TurnOnDynamics.com or
214-729-5638.
18 SUMMER 2016 | THEPARTNERCHANNEL.COM

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MARKETING
Building Your
Machine
Marketing
story by ADRIANNE MACHINA
illustration by DAVE SWANG
Many businesses struggle to create consistency in their marketing because they don’t
have a marketing machine that will produce leads or identify warm prospects at will.
Consulting companies in particular are vulnerable to variability in project work –
especially in the beginning – but even larger companies can never put their guard
down. You can’t put expensive consultants and programmers on the shelf and wait
for the economy to pick up next year. Cash flow typically evens out once you have
systems in place. Systems help predict cash flow, resource gaps, and areas of opportunity.
YOU DO BELIEVE IN SYSTEMS, RIGHT?
You must. You sell systems. So, let me ask…do you have a marketing system in place? Many businesses have
systems for everything except marketing – or their marketing systems are cobbled together and their processes are
undocumented.
To get to the next level of growth, you need a solid foundation to build on. Your marketing software can be the
one thing you need to achieve the next level of success.
MARKETERS, START YOUR ENGINES!
And keep ’em running! If you keep your baseline marketing engine running all the time, you can hit the accelerator
when you need more business and ease off when you want to coast for a while. However, if you turn your marketing
efforts off completely for too long, it takes a lot of fuel (time and money) – and sometimes expensive repairs – to
start back up again.
The way to keep your marketing going at all times is to use the right marketing tools. Technology can make a huge
difference in your results, and in your ability to measure results. At the minimum, you need:
» An updateable website
» An email marketing system
» A social media marketing system
» A contact database
» A lead management system
» A marketing calendar
» A customer support system
» Reporting/analytics software
20 SUMMER 2016 | THEPARTNERCHANNEL.COM

THEPARTNERCHANNEL.COM | SUMMER 2016 21

If those are all different systems, that becomes a lot to manage! Instead, many businesses are turning to all-in-one
systems, ISVs with built-in integration to their CRM, and affordable marketing automation solutions. A report from
Software Advice shows that 98 percent of small businesses looking at marketing automation are doing so for the
first time. Almost 47 percent of those buyers are coming from manual marketing methods. Marketing technology is
finally easy enough and affordable enough for even the smallest of businesses.
USE AUTOMATION TO YOUR ADVANTAGE
If you are new to marketing automation, here are some tips to get started:
» Set up welcome messages – not just one automated reply. When someone downloads your free piece
of content and opts into your email marketing system, send them a burst of emails in a short time, let’s say four
the first week, to make sure they are digesting the content they just downloaded. Offer personal assistance if you
can. You can set up auto-responders to go out for weeks and months into the future.
» Create clear steps for every product/campaign. Your marketing funnel might be very simple. Step one is
to get them to download an eBook. Step 2 is to get them to watch a video. Step 3 is for them to attend a webinar.
Step 4 is for them to agree to an intro call. Then at that point, they are marketing qualified and would be turned
over to sales. Keep the focus on making these messages educational while at the same time including the next
offer to pull them deeper into the marketing funnel.
» Move people to different lists/segments based on behavior. When someone takes you up on an
offer, you don’t want them to keep receiving solicitations to take that step. Set up automation so that they are
automatically tagged or moved to a new list when they buy, hit a specific webpage, watch a video, attend a
webinar, or whatever you set as your marketing goal for that campaign.
» Set up automatic lead scoring. A simple system is to give each prospect five points every time they visit
your website, 10 points when they download a document, and 20 points when they attend a webinar. Now you
instantly know which leads to pursue.
» Integrate social with your contact list. Pull in big data. The more you know about your customer, the
better decisions you can make about which deals to pursue. People are interacting everywhere. Create a fuller
relationship with your prospects and customers by listening to what they are saying on social media, and then
interacting with them.
» Notify people internally. Keep other people in the office informed automatically by assigning tasks once your
prospects complete certain actions.
“”
A report from Software Advice shows that 98 percent
of small businesses looking at marketing automation are
doing so for the first time. Almost 47 percent of those buyers
are coming from manual marketing methods.
22 SUMMER 2016 | THEPARTNERCHANNEL.COM

» Send out satisfaction surveys. After a webinar, event, sale, or go-live, you can set up rules to survey the
customer to solicit feedback or even online reviews for your company.
» Weed your list. Many busy professionals are so inundated with email that instead of taking the time to
unsubscribe, they just hit delete. If someone hasn’t opened your emails in a while, first look at what you might
do better or differently. Are you personalizing your emails? Is your content interesting? Is your targeting on
point? Are you sending at the right frequency? Once you’ve looked inward, use automation to re-engage these
sleepers. If they still don’t respond, remove them from your list. Yes, I said it! Those ghost emails hurt your
deliverability.
ADD THE HUMAN TOUCH
At the end of the day, no matter how consistent or automated your marketing is, your marketing results will only
be as good as the people you have doing the marketing. You need interesting stories, strong visuals, and compelling
offers. You also need someone who can think sequentially through all the steps to make sure the right message is
getting to the right person. The final cog in your marketing machine is the person – or people – who will plan and
execute your marketing strategy.
Don’t be afraid of the marketing machine. Make it your friend, and it will make you money!
Adrianne Machina can help you select the right marketing software, and create the compelling content, that will get you
noticed. Set up a free brainstorming session at www.tornado-marketing.com/storm or sign up for the FREE Invisible to
Impactful eCourse at www.tornado-marketing.com/impact.
THEPARTNERCHANNEL.COM | SUMMER 2016 23

TPC INTERVIEW
Ehrenberg
MIKE
TECHNICAL FELLOW FOR MICROSOFT CORPORATION
By personality and also by title, Mike Ehrenberg is a Technical Fellow, a title held by only about 30 people at
Microsoft. Mike leads the Microsoft Dynamics ERP R&D organization, and after 38 years in banking and ERP roles,
he still has a passion for figuring out how things work and how to make them work better. We talked with Mike
about the last year in Microsoft Dynamics R&D, what he sees as the greatest opportunities for Partner success,
and where he continues to find inspiration for his work.
The Partner Channel (TPC): This last year brought a wave of change to Microsoft Dynamics ERP, with the release of
the new Microsoft Dynamics AX and Microsoft Dynamics GP 2016 plus the impending release of Microsoft Dynamics
NAV “Madeira”. After moving these “big rocks”, how do you focus on what’s next?
Mike Ehrenberg (ME): To start, one of the things that’s very important to us is being obsessed with listening to our customers.
As much fun as it would be to sit in the ivory tower and decide where we want to go, we get our best signal from listening to
customers.
One of the things we’ve been able to do, particularly in Microsoft Dynamics AX but Madeira as well, is building in telemetry
so we’re getting constant signal from customers’ systems as far as what is being used, what is not, what’s performing, and
what’s not working. In addition to what we get from talking to customers, their systems are now talking to us too. This gives
us an amazing picture of how our work is landing and where we need to drive next.
I appreciate the point you had with the big rocks being moved, but don’t think we ever feel like we’re finished with those.
It would be wrong to think that our cloud transition is behind us. I’m excited about what we were able to achieve and the
feedback from the market and analysts is that they’re excited as well, which has led to more successful and rapid deployments.
Right now we’re doing a ton around scale and driving costs down. We’re also making commitments around security and
privacy, really investing every day to make our customers’ data more secure. A long set of work that we’re doing across the
products is to enhance the speed, efficiency, and reliability with which we can run and update services while letting customers
discover both what we’ve done and what our Partners have built, try those products out, get provisioned, and deploy. That
part of our work is continuously being worked on and delivered.
When we look at the big ambitions across Microsoft, in addition to cloud, there’s a focus on how we reinvent business
processes and productivity. How do we make the experience with the product more natural? What are the processes our
customers can do differently in a world where virtually everybody has a phone in their hand? How do we look at interactions
with customers, users, and suppliers in that world? You’ll continue to see us innovating and doing new things in that area.
And back to the telemetry, what can we do with that data and incredibly analytic assets in the cloud platform so that these
systems are not just passive recorders of data but connected with things that Bing might understand, helping customers make
better decisions quicker and become more competitive.
Taking advantage of this intelligence platform – turning it into solutions that customers can deploy – is a huge Partner
opportunity and a place where we are really looking to build off Partner expertise, specifically vertical expertise. We’ve shown
great examples of this with the Internet of Things (IoT) and how it’s being used with Azure Machine Learning to empower a
new predictive maintenance model for Caterpillar heavy equipment.
24 SUMMER 2016 | THEPARTNERCHANNEL.COM

We’ll start to see IoT across the Microsoft Dynamics products, as
well as a greater tie-in between Microsoft Dynamics and Cortana
to surface insights in a natural way and discover times when voice
is the right way to talk to the system, and how do we do things
with conversation as a platform to increase the ability of customers
to get information to and from Microsoft Dynamics in a natural,
pervasive way.
TPC: Your reference to Partners starts to answer my next question:
What do you see as the greatest possibility for innovation
amongst Partners?
ME: Much of the work we did around Lifecycle Services (LCS) is
showcasing the new energy we want to drive into our ISV solution
marketplace. The marketplace is a great environment for customers
to discover solutions and yet tie into the whole way the ecosystem
works. Leads are being passed to the ISVs based on people looking
at solutions and expressing interest, and that’s a very exciting change.
Also, there’s always been a premium on vertical expertise and
where appropriate, mapping that into vertical IP. That’s always been
a great sweet spot for Partners and will continue to be a place of
differentiation and driving value. At one of our U.S. Partner Industry
Summits, we had a great speaker who talked about the success rates
of different types of Partners:
» The Partner that could come in and get things going had a
particular win rate;
» The Partner that could tell the customer something about their
business had a dramatically higher win rate;
» The Partner that had depth around vertical and could help the
customer disrupt their business had an even higher win rate.
When you develop tremendous expertise and talk the talk and walk
the walk in your customers’ verticals, that is a great avenue for success.
The other thing is really understanding what customers are after in
a world that is defined by the cloud and the expectations of consumer
apps used in the cloud. One dimension is speed. When a customer
sees a solution, they want to try it now, and speed of download and
use are expectations.
We see some Partners that are getting good at repeatability and doing
it in a way that supports future fast upgrades, no longer getting into long
implementations. With Microsoft Dynamics CRM Online, we had some
new Partners that made it their business model to focus on customers
that wanted rapid implementations. They drove that, repeated it,
and have been quite successful. I would encourage Partners to give us
feedback when there are things we can do to drive that even more.
TPC: Last year a reorganization brought Microsoft Dynamics
into the Cloud and Enterprise (C+E) group. How has moving into
C+E changed your R&D leadership?
ME: The move into C+E has been outstanding. As we look across
Madeira and the new Microsoft Dynamics AX, all the hard technical
work that we had to do was about how do we build something that
excels in the Microsoft cloud. The ability to be part of the same
org, at the same team leadership meetings, and much more closely
connected at a company level, has dramatically improved our ability
to do things right in terms of innovation.
We’ve always had great relationships between the teams – that has
always been done really well – but now we’re able to use the platform
in the best possible way, and the acceleration over the last year has
been outstanding.
The flip of that – which is the really exciting part – is the way in
which things like Microsoft Dynamics AX and Madeira are helping
drive requirements into the platform to make it better. There’s a long
list of things, but looking specifically at Power BI: The solution is now
embedded into Microsoft Dynamics AX so customers don’t have to leave
Microsoft Dynamics AX to look at BI. That’s been incredibly popular
with customers but also benefits Power BI as it’s being improved from
customer feedback and driven to ISVs across the ecosystem.
TPC: How about connections with teams like Office 365? Are
those interactions a bit more streamlined?
ME: With regard to the Office 365 team and others, more than the
reorg itself, it goes back to the company’s mission of reinventing
business processes, and productivity has shaped the way we work
together. We need to think about how people do their work, where
they do their work, and going back to the Microsoft mission, we need
to empower them to achieve more.
We’re doing tremendous stuff in Madeira in this area. For example,
when I get an email from a customer, the system will show me what
actions I might have to take. We have a shared mandate to bring
Office, Mail, and Skype together with business applications, and
we’ve done great things with more great things to come.
TPC: Where do you find inspiration after 15 years in banking, 10
in ERP apps, and now 13 with Microsoft Dynamics ERP?
ME: We’ve talked about it, and it comes down to two things: I’ve been
very, very lucky to do a lot of work in applications but focused on
underlying technology. At the beginning of that banking time, I was
doing OS development. The platform and its impact on things are
important pieces to me. I’ve been through multiple technology waves.
I built banking systems on proprietary hardware on proprietary OS,
moved to Unix, moved to DOS, moved to Windows. In my ERP work, I
participated in the transition from client server to web to cloud-based,
and from green screen to original graphical to where we are today.
Every time you go through these transitions, you learn things that
help you both be better about the next one and inspire you to really
invest in the next one to achieve whatever the next level of potential
may be. The platform and architecture for these things are a passion
for me, and it’s very easy to always be learning and at the same time
taking advantage of the experience from doing it before.
The second point of inspiration comes from customers. I learn
from every customer engagement, whether that’s from being on the
phone, in the briefing center, or, especially, on site.
When I go into a retail store, a back office, warehouse, or a factory,
I watch what the users are trying to do, watching what works well
and when they are struggling. That really lands with me. It’s what I
see when I’m walking around and is the kind of stuff that makes it
exciting to keep trying to figure out how we can make things better
for our customers and the experiences they deliver to their customers.
TPC: Over your career, what are you most proud of?
ME: That’s an interesting question, and one that I think about often. The
biggest source of pride for me is the people I’ve had the ability to work
with and have a hand in helping their careers get to a new level. When
you’re able to help people achieve more, that has a great lasting impact.
I think the other source of pride for me is customers seeing great
value from products we’ve delivered for a long time. When that
translates to customers seeing growth and success in their business
powered by our products, and career success for the people that bet
on us, that’s a great feeling.
Sure, there are a couple of individual bits of code that I remain
proud of after a long period of time, but it is really about the longterm
positive impact for our people and our customers that feel really
good.
THEPARTNERCHANNEL.COM | SUMMER 2016 25

FEATURE
Celebrating our First
Graduating Class
Nine months of programming and networking came
to a close when the first class of The Genius Series,
Marketers Excel Into Geniuses, hung up their phones
after the May 2016 call.
Congratulations to this first class of geniuses! We
loved hearing about the successes you achieved
during the course and can’t wait to hear about all the
good things that are yet to come.
In addition to the knowledge shared in this class, this
group of marketers has built a camaraderie that will
help them continue to share ideas and best practices
on their marketing journeys.
One such marketing journey, that of Lindy Belley of
Integrity Data, is highlighted on the next page. Additional
essays from this year’s graduating class can be found at
thepartnerchannel.com/the-genius-series.
Please congratulate your peers when you see them
next. Pick their brains and see what they’re doing
now that they weren’t doing before. Perpetuate the
learning and keep growing in your role!
26 SUMMER 2016 | THEPARTNERCHANNEL.COM

Princess. Fireman. Astronaut. Teacher. Many kids have an idea of what
they want to be when they grow up. I was not that child. Things I
was really good at: Putting items back where they belonged, helping
around the house, making friends, trusting strangers, forcing my
little brother to ask for my drink refills.
Much to my mother’s dismay, she was constantly having to train
my heart to be more protected. If it weren’t for her brutal honesty and Dateline episodes,
I would have happily walked off with a stranger looking for their puppy. In my youth, both
of my parents encouraged me to grow my social wings, try new adventures while balancing
danger with safety, and make the most out of my circumstances.
Fast forward a great deal to college. I’ll be honest; not much had changed: I trusted everyone
and would put off studying for a big test to be with people. Majoring in business administration
seemed like a no-brainer as it would prepare me for the workforce and, in-turn, guarantee I
could pay those undesirable, inevitable bills. I was right, but as I angled my way through jobs
after graduation, something seemed to be missing. Then it dawned on me: I was working a job,
not a career. Why should I settle for a job at a time when so much is at my reach?
I asked myself, what does a career look like?
For years, I’d been told I was creative, but I had no formal training. I knew I loved
strategy, but I never worked in positions that allowed me to expand in that way. I made a
great assistant by being able to see things two and three steps ahead of those around me.
(That one, I’ve decided, is a curse.)
Deciding to follow in my father’s footsteps, I picked up a camera and started to shoot.
Then, one day, I was handed a copy of Photoshop, and it was all over. Friends, family,
and complete strangers began asking me for little pieces of graphic design: Wedding
invitations, logos, banners, brochures, advertisements, the list goes on. Minutes turned
into hours, and I was completely unaware. I had found it: My zone.
In 2008, Integrity Data hired me as a contract employee for, you’ve got it, data entry. My
beloved affair with Microsoft Dynamics CRM began. I struggled with my internal need to
organize data and desire to create pretties. Integrity Data just couldn’t get enough of me
and offered a full-time position after the grueling hours of research, copy, paste, research,
copy, paste finally came to an end. In what? Accounting and sales ops.
Through those initial years, I had my hands in CRM daily, but a new element had been
introduced: Human interaction! Never mind my distaste for numbers; I was willing to work
up quotes and invoices because I got to help you, our Partners. I thought I had reached it,
the complete package. Interacting with people, learning names – it was so worth it.
As I sat quietly at my desk working through receivables, my manager called me into his
office. Gulp. Was this it? Did they finally tire of my corny jokes and office supplies obsession?
Had sniffing the mail, magazines, and Post-it notes irreversibly weirded them out?
No.
They wanted me…ME…to take lead on the marketing efforts while they searched for
a new director of marketing. I was speechless. (That hasn’t been a problem since, in case
you were concerned.) It got better. We hired an amazing leader and a wonderful mentor.
Marleen De Winter joined the team. Every day, I am aware of the rare gift I have in Marleen.
Honestly, I don’t remember much from those first months, because it seems as though we
have always been a team.
Marleen has ushered me into opportunities that have enhanced my strengths, gifts and
desires. I get the chance daily to improve processes for our customers and Partners, create
all the graphics and digital artwork my little heart can handle, organize and prepare our
dapper sales team for events across the country, and on occasion, attend them myself.
People are the center of my daily activities.
I’m trying really hard not to be completely cheesy or bore you with details, because the
fact is simple: I have found my career. I am in the zone. I have a desire to grow. I work with
people who care about the customer, care about the Partner, and care about each other. I
have a manager who wants me to succeed as much as she, herself, wants to succeed.
I have: The total package.
THEPARTNERCHANNEL.COM | SUMMER 2016 27

I F C O M M U N I T Y A R B E L E N N A H C B E F
E N I H C A M G N I T E K R A M G N I D L I U B U
C A L B U S I N E S S S O L U T I O N S S S B T L
N B P M E A E C A T M A N A G E M E N T U E E N L
R U R A K C B L R E I G O L O N H C E T M R T E S
O I E C I U E B B C E P I H S R E D A E L V T M E
U L E H M S C U E H S P A C K A G E C H A I E E R
N D K I G T O I L U Y R A C P R E E K I L C R G V
D S I N R O M L A L T T S S N O I T U L O S C A I
E C L E E M I D T O X H I N E G S E I R E S H N C
D I D R B E N I E S I E G A K C A P L A T O T A E
R M E O N R G N C S S G A R B E L A T E C B T M C
O A K S E S T G H S E E R O W S R A C F I E E L A
S N R T R L H D N E E N E T W O R K I N G T H E L
T Y O S E L A Y O N R I A E C T H R E M D T T N B
E D W R E A T N L I H U S C T P M S N A Y E G N U
R T S L E D O A O S T S A O S A A S E R N R N A S
V F R E S M T M G U C S L M I R R U T K A C I H I
R O A A H E M I I B E E E M L T K I W E M H M C N
E S C D I R A U E P A R T N E R S N O T I A O R E
S O F E C N L C S T H I S U H N R E R I C N C E S
L R I P D E D N U O R E H T T E S G K N S N E T S
L C W M I C R O S O F S T D Y N A M I G N E B T W
U I E G A K C A P L A T O T E H T G N I M O C E B
F M I K E E H R E N B E R G K C A P L A T O T B C
a
word ganza
Ladies and Gentlemen, we have a winner!
Congratulations to Ed Sills of Infinity Software Solutions, Inc. for winning our Spring 2016 contest.
Now for the next round of the Word-A-Ganza! Posted along the perimeter of this page are 25 words that relate to the topics
and themes included in this issue of The Partner Channel Magazine. These words can be found in the grid horizontally,
vertically, diagonally, backwards, and forwards. You can submit your completed word find to us for a chance to win a $10
gift certificate to Starbucks so you can enjoy future word finds over a latte or cup of tea.
Simply scan and email your completed word find to Jenny Davis at Jenny@thepartnerchannel.com or mail a copy to The Partner
Channel, 1240 Elm Street, Fargo ND 58102. If you don’t want to write in your magazine, contact Jenny and she’ll email you an
electronic version of the same word find.

LEADERSHIP
Management
FULL-SERVICE PROJECT
story by PAM McGEE
GET OUT OF THE
DETAILS, KEEP IT
SIMPLE, AND GET THE
WORK DONE
What do you think
of when you hear
the phrase “fullservice”?
I think of a
full-service gas station
where I would go with
my grandpa or a full-service spa where I went
with my friend Kathy in Vegas (no more about
Vegas).
The concept of full-service seems to be
dwindling in importance and is being replaced
with mega service, niche services, or worse yet, no
service at all. Although this isn’t an article on service
per se, I think we have done the same thing with
our project management mentality. We have lost the
essence of the project management culture, which is
to provide service to others – full-service – and help
get things done. Although not a “formal” definition,
when I think of full-service project management, it is
“providing service to others to help get things done.”
With the onset of agile, automated tools, and the
tenacious focus on methodology and terms, it seems that
we have become more focused on the ideology and practice
of project management instead of project management as
a best practice to help people get the right stuff done for
the customer within the natural world of constraints and
budgets. As the chair of the professional project management
program at Minnesota State University–Moorhead, don’t
get me wrong, I respect the rules, concepts, processes, and
standards of project management; however, when we lose
sight of the “helping” mentality, we lose sight of what a project
management culture truly is. If you ever have worked with a
project manager who focuses so much on document creation
and following the rules, you know what it’s like to have to go
30 SUMMER 2016 | THEPARTNERCHANNEL.COM

THEPARTNERCHANNEL.COM | SUMMER 2016 31

GET OUT OF THE
SIMPLE AND GET
around them to actually get the project done. A full-service project management practice is intended to incorporate
leadership, customer service, and best practices and is agile enough to adapt to the changing whims of the customers.
Full-service project management focuses on these items: 1. Project managers are taxed with helping get the work
done and leading others, not just organizing the work for others. 2. Project managers are tasked with training other
people to be project managers, even if they don’t have the formal title. 3. The kick-off meeting is required, and
anyone interested can come, not just a select few. 4. All managers respect and know the process so they can support
the culture, not usurp it.
Project managers taxed with getting work done obsess about getting the work done; they obsess about
leadership, and they obsess about organizing. They are contrarians to the dilemma where a project manager
creates endless meetings, more paperwork, and actually distracts from the momentum. In a full-service project
management culture, the project manager offers full services and minimizes the amount of work for people and
almost becomes a one-stop shop. There is a cultural norm where project management paperwork is considered a
voodoo practice. There is no SharePoint because no one reads it anyway. There is not an endless stream of change
orders documented to save face. Instead the team goes thorough intense trust-building processes, and trust is
embedded in the culture and the performance management processes so when something needs to change, we
can trust people will do what is right for the customer, not be mandated to do so because a change order has been
documented. Change orders are only used when the price, quality, or deadline is severely compromised. Also, when
people violate the “full-service” mentality, which is more of “what can you do for me” instead of the opposite, they
are fired. Just kidding; that’s too strong, but they are not rewarded for individual meritocracy but for how much
they helped someone else get something done. It would be nirvana for me if it was so overdone in a company that
someone hit someone with their handbag for helping them (like the woman being over-helped to cross the street
by the Boy Scout).
Project managers are taxed with training other people. In the ’80s, it was very popular to have a “customer
service” department; now in most cases, the customer service “department” is an expectation for everyone.
Everyone in the company is in customer service, modeling the Zappos example. I think the next evolution of the
full-service PM mentality is that everyone in the company is a project manager, and the project manager role and
department become a shared service to equip everyone to manage their projects with the same language, processes,
and flexibility throughout the company. At any time, anyone in the company should be equipped to provide project
expertise as they were equipped to provide customer service. To have people embody the project management
culture and skill set, the company leadership team needs to set it as an expectation, as they did when they said
“Service is everyone’s business.” It would sound like “PM is everyone’s job”. They also need to train people. Project
management is not a natural skill set for some of us; but it is definitely one that can be learned and easily adapted
to your situation.
The kickoff meeting is required for projects, and anyone can come. Typically, in the PM world, kickoff
meetings are scheduled for the elite, and then in the next six to 12 months, the PM spends time trying to manage
multiple stakeholders who come out of the woodwork and were not invited, feel left out, and are now angry with
you! Put the accountability back on the people and invite everyone, those that don’t show up and have a problem
can’t say, “you didn’t tell me!” Well, they can say that, but in my mind you can handle that with a much different
conversation – if you know what I mean! The theory is that instead of spending time uncovering information hidden
under a rock, spend time creating an environment for those who feel affected by, can contribute to, and feel they
need to know. I never understood why we would spend months trying to analyze and manage stakeholders when we
32 SUMMER 2016 | THEPARTNERCHANNEL.COM

DETAILS, KEEP IT
THE WORK DONE
could just have an “open meeting” type
philosophy where you come if you feel
you can provide service to the project, the
issue, or the cause. If you come though
and become a disruption or show up like
the “one huge” naysayer at a city council
meeting, the group can ask that you not
come, and then you have to deal with
the consequences of your own behavior.
After all, we are adults, are we not?
All managers know the processes
and can support the full-service
culture, not usurp it. Just as most
customer service driven companies have
expectations on serving a customer, fullservice
project management companies
have expectations on those who “violate”
the normative project management
culture by going back to “overuse of
paperwork”, big long words and meetings,
and the creation of more work. The reward
for supporting the full-service PM concept
will be magnified, and the consequence for
not will take care of itself because you will
find yourself not being included in the fun
projects, or worse yet, not having people
who will work on your projects!
Project management is meant to
serve, not command or dictate. If you
remember that philosophy, the rest falls
into place. Recently, one of my favorite
cousins passed away. He had a simple life
on a small dairy farm in Wisconsin and
didn’t need a fancy set of tools to get stuff
done; he just did the work. My hunch
is he would have agreed with one of my
favorite quotes: “If I’d had more time,
I’d had written a shorter letter.” (Mark
Twain). They both would have been
phenomenal project managers because
they didn’t understand complexity.
Powered by
THEPARTNERCHANNEL.COM | SUMMER 2016 33

sales
Management
better partner
=
Performance
better channel
story by Dana Citron illustration by shawn Olson
Channel management is among the more challenging roles in today’s high-tech company. And yet,
according to Accenture, it’s also among the most important to get right: On average about 70 percent
of the typical high-tech company’s revenue comes from the indirect channel.
In the years we’ve been working with ISVs in the channel, we’ve noticed that often a lack of
good management tools leaves them resorting to inefficient management modes that – rather than
enabling Partners – limits them or drives them to focus on other ISVs’ products.
For Better Channel Performance, Stop Trying to Control Partners
The problem with trying to control Partners is that it doesn’t work. We’ve seen ISVs attempt it, but all they end
up doing is overworking their own internal resources and irritating their Partners.
What does work to improve channel performance is implementing a good Partner relationship management
(PRM) system. It won’t give you control, but it will give you the next best things: Visibility and influence.
34 summer 2016 | thepartnerchannel.com

Visibility improves when you can resolve issues around registering deals, distributing leads, and tracking market
development funds (MDF). And Partners are willing to be influenced by ISVs who are easy to work with and don’t
get in the way of them selling. A well-designed PRM system gives ISVs the visibility they need to better manage
performance and the influence necessary to lead Partners to better sales performance.
Instead of controlling, ISVs should focus on enabling Partners, an approach that will differentiate them from
other ISVs. As Ali Din points out in the 2016 State of Channel Marketing report published by Channel Marketer
Report, “In a time when experimentation is critical, ISVs’ channel marketing programs are inflexible…Only a few
ISVs have been able to truly enable their Partners.”
GET THE VISIBILITY YOU NEED – WHILE ALSO SHOWING YOU RESPECT
PARTNERS’ TIME
Partners are busy, and they don’t want to be micromanaged. We’ve worked with hundreds of ISVs facing this
challenge: How do you walk the line between staying in front of Partners’ sales mind without regularly annoying
them for the data or information you need to manage performance?
It’s a balancing act that requires consistent attention, but the best way an ISV can show they value Partners’
time is to employ a management system that enables better business processes between the ISV, all their different
Partners, and their customers. You want to be on their mind – but in a good way.
A PRM system can allow ISVs that visibility, without demanding a lot of desk time from Partner sales reps. Having
a solution in place that allows ISVs to not only receive and push information to their Partners one time, but also
on an ongoing basis, keeps ISVs from being that annoying company, the one constantly hounding their Partners.
Unobtrusive and simple information exchange between Partner and ISV is the goal. PRM can enable easy input
of data and stress-free navigation. It lets Partners get their job done quickly and doesn’t force them to jump through
unnecessary hoops.
This requires ISVs to have a clear communication process, but when that’s in place, Partners are much more inclined
to log in and provide any missing data points around leads and deals. It’s helpful to look at the process from the Partner’s
point of view. They have dozens of portals they need to engage with, all different. If yours is intuitive and complete, you
give them an extra incentive to give you the information you need, and it’s more likely that info will be accurate.
WHY CRM ALONE WON’T SUFFICE IN THE CHANNEL
Visibility and influence are not as well-served by using CRM (customer relationship management) to manage Partners.
In his book “Channel Revolution”, Stefan Utzinger says, “It’s crucial for the proper execution of a larger channel network
to have a system and process in place for managing the indirect channel.” He explains that the processes involved with
CRM are different from what’s needed to effectively manage the indirect channel. For that, you need PRM.
It’s true that some CRM systems include features to support PRM, but he says indirect sales is different and warns that
“most CRM systems are focused on managing the relationship between the ISV and the end customer. The focus of a system
to manage the Partners should be on the business processes between the ISV, the different Partners, and their customers.”
This may seem like a minor difference, but the amount of interaction required between ISV and Partner on
opportunities, leads, and exchanging information means a CRM system can’t really provide that effective
communication platform you need for success in the channel. With that said, communication between your CRM
and PRM is critical to ensure complete visibility into customer data across the organization. There are PRM systems
available that have a tight data synch between the two systems.
He explains that a true PRM system facilitates that communication and makes it easier for channel Partners
to sell by including critical features like: Opportunities registration, a way to receive leads from the ISV, access to
content and tools, the ability to track MDF, and a forum for asking questions that also guides to additional info and
personnel as needed.
And with a truly effective PRM system, these features cannot be “one time only.” Both Partner and ISV need
to be able to update information on leads and deals to show progress or additional information. Without this
functionality, ISVs won’t have the visibility and influence they require, nor the intended bottom line impact.
MANAGING YOUR PARTNER PROGRAM WITH 24-7 SONAR
With this functionality, ISVs get a clearer view of the Partner relationship landscape. They can quickly detect
Partners whose performance is sub-par, along with those who are excelling. With this 24/7 sonar, ISVs can make
better-informed decisions rather than going about activities blindly.
THEPARTNERCHANNEL.COM | SUMMER 2016 35

For example, PRM can help ISVs drill down into specific sub-par Partner performance – for example, a rep with
laggard deal wins – and determine: Was the Partner once a champion who now needs individualized attention to
be rejuvenated? Or are they simply loaded too heavily with leads and can’t keep up?
ISVs can analyze the situation based on both the initial agreement between the two parties and the individual
Partner’s performance history. Having all this info – assuming ISVs use it wisely – allows you to garner better
influence over Partner behaviors by tailoring activities to Partner performance.
Show Partners You Want to Make the Relationship Easy and
Mutually Beneficial
PRM systems have continued to increase in functionality, and some are also decreasing in price. Even the
smallest boot-strapped start-up can enable ongoing communication, exchange of deals and leads information,
MDF tracking, and answering Partner questions.
When ISVs exercise their influence through deal registration, lead distribution, and their MDF program – all of
which can be managed easily through the right PRM solution – they can motivate, reprimand, and incentivize when
and where it will be most effective.
This visibility, which lends itself to offering individualized influence, is incredibly powerful and is potentially even
more effective than just having direct control over your Partners. Certainly, it is far more efficient especially when
facilitated through the automated processes of a PRM solution.
Dana Citron is a vice president for Channeltivity. Want to talk about making your Partner relationships more mutually
beneficial? Reach out to Dana at dcitron@channeltivity.com.
*https://www.accenture.com/t20150717T030542__w__/bw-en/_acnmedia/Accenture/Conversion-Assets/DotCom/
Documents/Global/PDF/Dualpub_18/Accenture-SCI-ROI.pdf
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36 summer 2016 | thepartnerchannel.com

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MARKETING
Becoming
“The Total Package” for Your
Customers
story by MICHELLE ETHERTON
illustration by SETH REXILIUS
The Total Package. When I heard this was the theme for the summer issue of The Partner Channel
Magazine, I was thrilled. Working with Microsoft Partner and ISV organizations for many years –
from inside and outside the organization – this very topic has been a common goal and a constant
challenge.
How do you convince prospects and customers that you are The Total Package?
It’s a real struggle, and there are three things you can focus on right now to start seeing positive results.
» Messaging: How do you define and articulate what makes you the total package for your customers?
» Marketing: How, where, and when should you share this messaging?
» Measuring: How do you know if the messaging is resonating?
MESSAGING
What makes you special? This is, by far, one of the toughest questions for our clients. Even though it’s a simple
question, it is typically met with silence. If you don’t have a clear value statement to offer, then it simply hasn’t been
defined yet. This is the core of what we do every day as marketing Partners, and by the end of this article, you’ll be
on track to answer this question – without missing a beat.
If you really want to challenge yourself here, don’t think about products at all. Make it all about your customers.
Realistically, they can find similar solutions elsewhere. Think about everything else you offer as a Partner. How do
you help your clients’ businesses grow, thrive, profit?
Messaging is Not Just About Words
When you think of messaging, you probably think of words, but messaging is really directly related to your overall
branding. It’s not just about refreshing your sales collateral or coming up with a better company slogan. It’s about
presenting a unified and clear message (or brand, if you will) across every touchpoint of your company – from your website
to Twitter, your marketing collateral to your trade show booth, and every communication both verbal and electronic.
Some people respond better to words and facts, some respond better to visual stimulation like images or graphs,
and some honestly just have to “feel” the right connection. That’s why you have to cover all your bases.
This can be an excellent exercise to go through as an organization. Just like you probably recommend to your
clients when developing a list of software requirements, involve the team here, not just a few managers or marketing
people. Get input from those who work directly with customers on the front lines – sales reps, consultants,
technicians, support staff – because they hear the praise and the problems every single day.
Start with a list of questions to address. Maybe it’s a survey you ask each employee to fill out; maybe it’s a company
roundtable with an open forum for discussion. Don’t be afraid to ask the hard questions, even if it means learning
you are doing some things poorly. You can’t fix it if everyone is afraid to talk about it.
Some ideas for questions to start with might be:
» What are our strengths as a company? As individuals?
» Who are our customers? What are their expectations?
» Where are we failing our customers?
» How many customers have we lost in the last year? Why?
» What do we want people to think when they hear our company name?
The basic idea is to discover the gaps preventing you from being The Total Package and create a plan to bridge those
gaps. Define what you need to do better, who will take ownership of the solution, and when you expect to see results.
38 SUMMER 2016 | THEPARTNERCHANNEL.COM

Develop creative content (think eBooks, infographics, case studies, blogs) to help you convey your new messaging
in entertaining and engaging ways. If you’re having a hard time coming up with ideas or don’t have the in-house
resources to design, write, or execute it, outsource it!
MARKETING
Coming up with the right branding and messaging to convey you are The Total Package is one thing, but how should
you share that messaging? This will be different for every Partner and ISV because there are so many marketing tools
out there. The key is to focus on integrating as many channels as you can to reach as many people as possible. Start
with the ones you are probably already using, such as:
Your Website
More often than not, products aren’t the beginning of a conversation with a prospect or customer, and your website
is no different. Many Partners get caught up in revolving their site around products and features because that’s the
norm or what is most comfortable to talk about. But, it’s not always what your visitor is looking for – at least right away.
» Make sure prospects quickly understand you are in the business of helping them solve problems. Use your new
messaging, great visuals, and easy-to-read headlines. It’s understood you can sell them a bunch of products.
That’s not a solution.
» Use landing pages for more targeted messaging for campaigns. Here, you can really get that industry-specific,
or challenge-specific, message across. Visitors have uncluttered, relatable messaging and a quick way to convert.
Plus, it makes it easier to track performance for a specific market or segment of your customer base.
» Amazing messaging is great, but ultimately you must make it easy for visitors to convert and take action. Make
sure your calls to action are easy to access and use. And don’t hide everything you have behind a form. Save that
for your high-value pieces.
THEPARTNERCHANNEL.COM | SUMMER 2016 39

Your Email Campaigns
Email is a marketing tool that is so widely used, it can lose its effectiveness very quickly without a strategy behind it.
When you send too many generic emails that people just aren’t relating to, it can hurt your reputation and cause people
to unsubscribe. Before you send another email blast to your entire list, consider these tips to improve your results:
» Segment your lists. Whether you segment by industry, new versus longtime customers, products – or ideally all
of the above – you can (and should) then invest the time and resources to develop more targeted and relevant
emails. Include valuable insight, share industry-specific resources, make them personal.
» Test, test, test. Almost every email platform includes the ability to do split testing or A/B testing so you can test
different subject lines, different intro paragraphs, different send times. Use it! You can’t predict what people will
respond to and when. It’s worth the extra time and effort.
» Mix it up. If you only send HTML newsletters, consider mixing in some more personal, plain emails that at least appear
to come from a real person. Put a face to your business so people feel like they are connecting with a person, not a brand.
Your Social Presence
Many Partners and ISVs fall into one of three social media camps:
» You have profiles on Facebook, Twitter, LinkedIn, Google+, community groups, industry forums, etc. and are
consistently posting and engaging with prospects and customers.
» You have a few profiles set up and started out posting regularly, but now you’re lucky to post once a month. You
know it’s important but just don’t have time.
» You have no social presence at all and don’t see the value, or perhaps you see some value but haven’t invested
the time to do anything with it.
Social does take some time, and you’ll want a strategy behind it, but there are tools out there to make it much
easier through automation. It definitely deserves a place in your plan to become The Total Package.
Here are a few baby steps you can take to be more social and reap huge rewards such as brand recognition and improved
SEO, as well as being seen as a thought leader, experts in your field, and a company who cares about their customers.
» Refresh. Take some time to either set up or revisit and refresh your profiles on all of your existing social sites.
Do you have a great banner? If you currently are focused solely on the products you offer, change it up to include
your commitment to customers – how you help them succeed.
» Automate. Find a tool that allows you to schedule posts in advance and commit at least an hour a week on
social media to start. You can even take turns amongst the team. List good content resources or use a tool like
ContentMX to help you quickly curate relevant content from around the web, blogs, news sources, etc.
» Interact. Congratulate a customer on an achievement, retweet a customer sentiment on products, answer a
question on a LinkedIn forum, start getting involved.
MEASURING
All of your marketing should be measured to understand how, when, and why your prospects and customers are
engaging with you and your message. More often than not, this is the step that gets overlooked. You don’t know how,
you don’t have time, you don’t know what to do with the analytics. It doesn’t have to be overly complicated, but it is
critical…or else you are throwing dollars out the door.
» Set up and learn Google Analytics if nothing else. Track visits to your site, where people come in, where they leave, how
long they stay, who engages with what. Use this insight to consistently adjust your site for flow, layout, calls to action, etc.
» In addition to using your email platform to test as noted earlier, apply your analytics to do better. Document
over a period of time your best-performing subject lines, send times, clicks, etc. so you can improve your results
moving forward and not repeat tactics that didn’t perform well.
» If you’re using Microsoft Dynamics CRM, integrate tools available to you like Social Engagement, making it
easier for your team to monitor sentiment, interact with posts, and spot opportunities. Track engagement over
time to ensure you are making progress.
IN SUMMARY
Those of us that work on marketing with Partners and ISVs every day can understand and relate to your challenges.
You want to stand out, not blend in, but that’s easier said than done. Take a step back and think like your customer.
What is he/she trying to solve? Where does he/she look for answers? Why is he/she looking for a solution? Then
respond with messaging focused on solving that person’s challenges, not so much on selling your products.
And, of course, don’t hesitate to call in the experts when you need help! Visit us online at www.ThePartnerMarketingGroup.
com to learn how we can help you become The Total Package with unique messaging, targeted marketing, and industry
expertise. Our marketing programs and solutions are designed specifically for software publishers, resellers, and ISVs. To
start the conversation, please contact Michelle Glennie at Michelle@thepartnermarketinggroup.com.
40 SUMMER 2016 | THEPARTNERCHANNEL.COM

Why Change
18 WINTER 2016 | THEPARTNERCHANNEL.COM
48 WINTER 2016 | THEPARTNERCHANNEL.COM
A PUBLICATION DEDICATED TO
BUILDING A COMMUNITY FOR PARTNERS
story by CHRISTOPHER ELMORE
THEPARTNERCHANNEL.COM | WINTER 2016 5
illustration by DAVE SWANG
have a unique perspective on change. On one hand, I counsel salespeople to help their clients make a
big change in the way they do business. On the other, I help accounting and finance people change a
process they have known their entire business life. Given those facts, my professional life is dedicated
to helping people change. Personally, I don’t like change and find it very difficult. Until recently,
whenever change came up in my personal or professional life, my initial reaction was simply, “NO!”
AND THEN…
It all started with a simple request by a local university to teach a course on entrepreneurship. My company was
doing well and getting a lot of attention in the community, so I thought this would be a great way to give back a little
and influence the next generation. The funny thing is I got more out of teaching the class than my students. It came
all around one word: “Why.”
IN THE PROCESS…
While I was teaching a section on messaging, I came across Simon Sinek’s Ted Talk on what he referred to as “The
Golden Circle.” I know; hang with me here. Now, I had heard about this and had known about the idea for years,
but for some reason I had never connected the principles of The Golden Circle with change management. I think
one of my hang-ups was the name. For some reason it seemed like a scheme or a network marketing program. The
Golden Circle has three levels of understanding: What, how, and why. It struck me that knowing why you need to do
something, or why something is being done, is the key to change management. The problem is, on the list of what,
how, and why, most people tend to spend the majority of time and effort on “how.”
HOW?
In corporate America, we are such “doers”; doers to the point that we have a tendency to forget about why we’re
doing what we are doing. It’s kind of like the Hatfield-McCoy feud that lasted almost 30 years. When it ended, the
families were asked why they fought each other; no one could remember. Why we do what we do – our mission – is
an important reminder that helps the tasks have meaning and purpose. How we do what we do is the means to an
end and can help our tasks be as efficient as possible.
BIG FINISH!
To make a point (you are welcome) and to be very clear about change and the importance of doing change well,
I think we have put change behind the wrong noun. When you think of helping people change, most think “change
management.” Management will help you with the “how” and not the “why.” Leadership points to “why.” I did a study
find the logo
contest
SUMMER 2016
Here’s a list of places where our logo
usually appears, thus making them null and
void when it comes to this contest:
THE PARTNER CHANNEL
WINTER ® MAGAZINE
contents
2016
18
in every issue
8 NEWS
9 EVENTS
CONTRIBUTORS 10
ON THE HOMEFRONT 12 Like a Snow Globe
MEMBERS ONLY CORNER
50 T3 Information Systems
ADVERTISER INDEX 52
THE LIST 53
departments
14 LEADERSHIP
Dare to Let Go...
18 SALES
Why Change
22 MARKETING
Eyes on the Prize
34 LEADERSHIP
A New Approach to
Communication
38 MARKETING
Seven Questions to Ask
Before You Commit
features
WORD-A-GANZA 21
VAR PROFILE 26 Innovia Consulting
28 FEATURE
Partner-to-Partner Learning
at PreGAME to Summit
LOGO CONTEST 41
ISV PROFILE 42 Data Masons Software
THE GENIUS SERIES 44 Marketing Class Update
PHOTO CAPTION 48 CONTEST AND RESULTS
Table of Contents
SALES
Why Change
I
Sales, Marketing &
Leadership Intros
PHOTO CAPTION
contest
Is there a doctor in
the house? The User
Group Summits feature
“medics” that help
answer user questions.
What do you think is the
most popular question
this group of medics
received?
Email your caption
to Jenny at Jenny@
thepartnerchannel.
com. Submissions will
be judged on creativity,
relevance, and sense of
humor. The prize for this
contest is two (2) tickets
to your local cinema.
still wouldn’t string properly. By now, our “team” had become a group of disheartened, non-communicative individuals.
The leader we’d elected early that morning stopped informing the team of plans in favor of driving posts himself with
near maniacal force. The rest of our team gathered by a hay wagon wondering what we could do to help. Meanwhile, our
competition – having set their posts properly the first time – grew tired of waiting for us to complete our third do-over. A
few of the most experienced ones made their way to our leader in hopes of sharing some wisdom and ensuring we’d finish
our project in time for dinner. After initial resistance, our team finally gave in. We joined the experienced team and awaited
instructions. Eventually, we finished our fence and wearily climbed the steep hill. Doug was waiting for us at the top. Before
we could eat dinner, we had to talk about what we learned. It was a surprisingly emotional debrief.
FENCE BUILDING LESSON #1: A NEW CHALLENGE REQUIRES A NEW PLAN
Our team spent exactly four minutes planning our entire fence building approach. We pulled out our tried and
true strengths – speed, determination, enthusiasm – and raced down the hill. We weren’t honest about our lack of
THEPARTNERCHANNEL.COM | SPRING 2016 39
SPRING 2016 Location
Greg Hauenstein of DocuPhase found the hidden logo in
Tracy Faleide’s “Leadership Lessons Along a Barbed Wire
Fence” article on page 39 of the Spring 2016 magazine.
Photo Caption
Page
t department to get its budget re-allocat
d clients have a committed marketing b
tivities if your marketing team always h
o it. If you don’t know what your marke
you figure it out.
t to try new things. Asking these sev
r marketing investments. I also recomm
you can shift dollars around and have s
t idea that you want to participate in. K
the fit isn’t right.
Contact the marketing tornado at Amach
The End of
Each Article
Let’s give it another try. The submission rules for this quarter’s contest are
the same – log on to www.thepartnerchannel.com/magazine under “Find
the Logo Contest” to let us know where you think the logo is located. A
winner will be drawn at random and will receive a cool gift that’s sure to
point you in the right direction every day!
Any graphics that have the
TPC logo as a main element
THEPARTNERCHANNEL.COM | SUMMER | FALL 2016 2015 41

INTERVIEWEE
Whit McIsaac, President and CEO
WEBSITE
www.aec360.com
VAR PROFILE
AEC360
AEC360 is a comprehensive business development solution for architects, engineers, construction companies,
and the manufacturers of construction and building products. Built on top of the Microsoft Dynamics CRM 2016
platform, AEC360 presents a series of tightly integrated business development and marketing modules that
create a unique and highly configurable solution for the AEC marketplace.
The Partner Channel (TPC): What is the
relationship behind c360 holdings and
AEC360? Are they separate companies?
Whit McIsaac (WM): Yes, they are separate
companies, but under the same ownership.
We have a new umbrella company, 360
Vertical Solutions. Under that, there is c360,
AEC360, and now a new company, Legal360.
TPC: How did all of this come to be?
WM: We started out as CRM4Legal and were
one of the first vertical industry-focused
Microsoft Dynamics Partners. At that time,
there were only a handful of Partners building
application layers on top of Microsoft
Dynamics CRM. CRM4Legal saw a ton of
success, and we were acquired in 2011. The group that bought
us already had an existing team in place, so that made our team
redundant.
In an effort to remain close to the Microsoft Dynamics market,
we bought c360 and began to bring that team back together. c360
has a strong relationship with Microsoft and has been around a
long time, building out relatively inexpensive widgets that can be
installed in any CRM client. The c360 products span across all
verticals, types, and sizes of companies.
Whit McIsaac
Soon after we purchased c360, we started
looking for vertical whitespace to see where
Microsoft had opportunity that they weren’t
capitalizing on. We saw an opportunity in the
architectural, engineering, and construction
(AEC) space and began AEC360 in 2013. We
now have 40 installations on that solution,
and the success has been beyond anyone’s
expectations. We’re growing and enjoying more
and more momentum in this marketplace.
TPC: How did you identify the AEC
whitespace? What clued you in to the huge
opportunity there?
WM: We attended the Industry Summit three
years ago and simply listened. We heard a lot
about what was happening with healthcare and public sector,
and we also heard some AEC grumblings. At that time, the
Microsoft Dynamics AX team had the major focus on AEC, and
there was not much CRM presence there. The flag went up and
caught our attention. Plus, AEC companies go to market in a
very similar manner as law firms do, and with our experience in
that area, we knew we had something to offer.
Ted Kempf runs the professional services industry for
Microsoft Dynamics in the U.S. and asked us to do a talk for
42 SUMMER 2016 | THEPARTNERCHANNEL.COM

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770-285-2360
EMAIL
Whit@aec360.com
the Deltek Users Group. We didn’t know what to expect, but we
found that out of the 125 AEC companies attending the meeting,
hardly any of them were satisfied with the Deltek CRM module.
We were surprised to find out that a number of these companies
already owned Microsoft Dynamics CRM and had a very difficult
time integrating to Deltek. So, after speaking to a few more Deltek
groups, we built a tight integration with Deltek’s Vision ERP
environment and developed a reputation as the company that
could deliver an integrated CRM solution. This is really where the
momentum started for us, as about 70 percent of our clients are on
Deltek Vision ERP.
TPC: Yes, huge momentum that led to winning awards like
the Microsoft Dynamics Industry Award for WPC 2016!
Congratulations!
WM: Thank you! This Industry Award is pretty incredible for us. Not
only is it global and across all industries, but it also includes all of
Microsoft Dynamics, not just CRM. We’re very proud and excited
and attribute our success to the same methodology we used back with
CRM4Legal when we won the Professional Services Award three
years in a row. We’re bringing a preconfigured industry solution to
market that allows users to see immediate results.
TPC: Tell us more about that methodology? How exactly do users
see immediate results and benefits?
WM: When we bring in a pre-configured version of Microsoft
Dynamics CRM to an AEC company, we don’t have to spend 60 to 90
days learning the industry and their business. We show up ready for
discovery with a preconfigured solution. This reduces cost and time
for deployment because most of it is already built, speeds up time
to value, and reduces the risk for our clients. They immediately see
exactly what their solution will look like and what that solution can
do for them.
From a user-adoption standpoint, this methodology allows us to
focus our effort and energy on what data they have available, as well
as how to harvest and integrate that data into CRM. When we can
deliver CRM and relationship intelligence value right out of the box,
it makes using CRM worthwhile and extremely valuable to an AEC
organization.
TPC: How do you help users manage, harvest, and integrate their
data with CRM?
WH: We built a tool called Sync360 that sits in between a user’s
ERP/Accounting, Office 365, or Exchange Server contact records,
HR/payroll systems, and project management tools capturing basic
information such as who do we know, who are our clients, what
projects are we doing, who is working on these projects, what’s their
role, etc. These firms have a massive amount of data, and our goal
is to harvest and sync this information to leverage the data through
Microsoft Dynamics CRM. The large percentage of manual entry and
checking goes away. Sync360 grabs contact data from Outlook and
pieces it together to form the relationships in the background. This
way, our clients have a pre-populated database before they even start
using the system, and they can leverage the relationship information
for business development and marketing.
TPC: What other challenges do you solve for the AEC industry?
WH: Most of these companies don’t have a traditional sales team; they
compete and win new business largely based on their relationships. If
you think about it, clients don’t want a flashy salesperson selling them
on the design, engineering, or construction of a building project if this
person doesn’t have the professional expertise in their AEC discipline.
Architects, engineers, and contractors are not professionally-trained
sellers. They are experts in their field, and one of the last things they
know how to do is go out and sell their services.
So we work closely with these AEC companies to help them
communicate their experience, expertise, and professionalism to the
marketplace, as well as to their existing customers and client base.
It’s less about cold calling and more about identifying and engaging
with people they already know and that need their services. Our
AEC360 solution allows the players in this industry to understand the
ecosystem around every project and how it’s all connected, helping
them to understand these high-value relationships and leverage those
relationships for new business opportunities.
TPC: What’s next for AEC360?
WH: We feel as if we’ve really just scratched the surface on the AEC
side. Momentum has been incredible, and word is spreading that we
know what we’re doing and our software and expertise can really
help. We’re proud of the tremendous difference we’re making for
AEC companies.
We are starting to see a lot more international interest from groups
that have offices all over the globe. So, we will continue to grow carefully
and start doing international work where it makes sense. We
don’t strive to be a huge company. Our goal is to be effective in our
market niche.
In addition to the AEC marketplace, we are preparing to move into
the legal market with a new offering that will be branded Legal360.
As we all know, history has a tendency to repeat itself, so with our
knowledge of the market and our industry specific methodology, I
have to believe that we will enjoy similar momentum and success in
the legal market.
THEPARTNERCHANNEL.COM | SUMMER 2016 43

LEADERSHIP
HOW
Rounded
IS
Roster
YOUR
story by TRACY FALEIDE
illustration by DAVE SWANG
Every season, initiatives pop up and roll through our organizations like “the wave” at sporting events.
While reviewing quarterly results, problems to be solved and opportunities to be seized materialize
like the legendary players who strode out of the corn and onto the Field of Dreams. And since
we need to maintain business as usual while we address these problems and opportunities, we
regularly look to cross-functional teams to get both the new and the old work done. All too often,
though, these initiative teams fail to cross the plate. This season, it’s time to take a new approach to
scouting and assembling your homerun teams.
Just like at the ballpark, there are four fundamental bases you must cover to set your teams up for success. By
rounding each of these bases and avoiding common errors, your initiatives will consistently put up the numbers
while your organization benefits from a stronger bench.
FIRST BASE: EVERY GOOD BALL CLUB HAS A GOOD MANAGER.
Here’s how it usually goes: Senior leaders determine that a cross-department team needs to be formed to address
a problem or market need. Each is asked to suggest a representative from their department. Representatives often
are the first ones who volunteer, sometimes out of guilt or fear. These people are invited to a meeting and given a
10-minute briefing and then told to “go figure it out.” When the senior leader exits the room, the volunteers look
at each other and wait for someone to take charge. After two or three agonizing minutes, that person who always
caves first will emit a heavy sigh and step up to the plate. Although the rest are relieved, they will likely hinder their
reluctant leader’s effectiveness by constantly questioning authority, goals, and processes. If you want a winning
team, you must consciously, thoughtfully assign a strong leader and make it clear from the beginning that this
person is in charge and has full support of senior management. Be sure this person’s decks are cleared appropriately
so they have the time they need to focus on the team’s success.
SECOND BASE: DON’T OVERLOAD YOUR LINEUP WITH ALL-STARS.
The bigger your problem or opportunity, the more likely you will be to round up the top performers in each
department, the ones who come through in the clinch. The ones who always get picked first. The ones who already
are overloaded. They won’t say no when you once again ask them to pinch hit because it’s not in their nature to
do so. However, this “one more thing” will add to the resentment they may already feel about being overworked
and taken for granted. Meanwhile, others who repeatedly get passed over get more frustrated, disillusioned, and
disengaged. To avoid the unintended spread of resentment, look beyond the usual suspects to those up-and-comers
who get the job done just outside the limelight. Seeing a chance to prove themselves, they will take their assignment
very seriously. They’ll bring fresh perspective, energy, and approaches to the table. They’ll go above and beyond to
succeed by showing their stuff. In addition to the rookies with potential, be sure to recruit a few utility players –
those rovers who have broad skill sets and the ability to fluidly switch roles or approaches to fill gaps or shore up
weak spots.
THIRD BASE: GO BACK TO THE BATTING CAGES.
Remember those volunteers looking at each other, waiting for someone to take charge? We often assume they
know how they should approach their assigned task and what processes work best to get the work done quickly and
effectively. But, if everyone in your organization was highly skilled in these areas, why would you need these special
44 SUMMER 2016 | THEPARTNERCHANNEL.COM

THEPARTNERCHANNEL.COM | SPRING 2016 45

project teams? Instead, think of each new initiative as an opportunity to sharpen your collective saw by bringing
more people up to speed on the latest innovative ways to get things done. The temptation will be to instruct the
team to learn new problem-solving skills as they go. But this can place too much burden at the outset, causing
frustration over a slow and confusing start. Instead, take the team to the batting cages first. Bring in an expert to
teach them new techniques and help them practice new skills. Be sure the team can ask for pointers throughout
the project.
FOURTH BASE: PLACE ROOKIES AND UTILITY PLAYERS WISELY.
Another way to boost your performance overall is to thoughtfully space your lineup so your rookies, utility
players, and all-stars get the opportunity to work side by side with new faces. Each has something to learn from the
other, whether that’s fresh perspective, the ability to react and reshape quickly, or the winning attitude that always
gets results.
Covering these four bases will get you a long way toward success, but don’t forget the rest of the field and even
the ballpark. Teams need to be accountable to report in to the owners – senior leaders and other stakeholders who
are sponsoring the initiative, and who bring outside perspective and guidance that boost the strategic value of the
team’s deliverables. Include mid-level managers in progress reviews so they are best equipped to serve as base
coaches, keeping momentum going and helping to fine-tune on the field. And don’t forget the impact of those in
the stands. Be sure your teams’ research, decisions, and designs are strong and sound by putting them in front of
hecklers at a few points during their timeline. Give them the opportunity to get energized by sharing results in front
of the whole organization.
Last but not least, remember that teams who have fun while they work will achieve greater results. Make room
for some of those big foam fingers or whatever toys, treats, or gear your teams want to strengthen their sense of
unity. Encourage them to take breaks and recharge. Maybe there’s a ballpark near your office where they could
spend a few hours watching other players round the bases. Batter up!
Who can you trust to help your Dynamics ® GP clients
use barcoding for inventory and asset management?
Trust Panatrack.
When a company selects our Panatracker ® GP
inventory and asset barcoding solution for its ease
of use, they may not be thinking of where their
business will be in one, ve or ten years
But we are.
So no matter how advanced your clients’ needs
become, we will help you meet them by adding
modules and features, transforming them from
simple inventory tracking to full warehouse
management system WS capabilities
Whether Dynamics GP is on-premises or in the
cloud, you can rest assured that PanatrackerGP is
futureproof and ready to perform
262.361.4950
www.panatrack.com
Executive Brief:
RFID versus
arcodes
which is best for
Dynamics GP?
46 SUMMER 2016 | THEPARTNERCHANNEL.COM

INTERVIEWEE
Tim Harris
WEBSITE
www.arbelatech.com
HEADQUARTERS
Irvine, California
ARBELA
Gain from our Experience
ISV PROFILE
ARBELA
The Partner Channel (TPC): How did
Arbela Technologies get its start?
Tim Harris (TH): Arbela started in 2002 with
three founding members who are all still
with the company today. Two of them were
Damgaard Data employees that brought
Axapta to the United States. Microsoft then
acquired Axapta, turning it into Microsoft
Dynamics AX.
At that time, there weren’t a lot of Partners
with a good depth of knowledge in the
product, so Microsoft turned to our founders,
Carsten Glem and Anja Fisher, and said, “We
want you to start a consulting practice in the
upstream accounts.” And Arbela was born!
TPC: What type of expertise do you bring to the table today?
TH: Our organization is pretty broad with Microsoft Dynamics
AX, Microsoft Dynamics CRM, BI, Power BI, Office 365, and
Azure practices, but our primary focus is Microsoft Dynamics
AX for configure-to-order type manufacturing. Most of our
clients are in aerospace, building materials, life sciences, retail,
and high-tech industries.
Although there’s no magic recipe for each organization,
there are a few common traits. Our clients are U.S.-based and
trying to compete with Chinese and foreign supply. They need
to streamline customer service by providing fast turnarounds
on delivery times, ideally a 24- to 48-hour turnaround time.
Arbela provides solutions that help them streamline order
configuration, planning, and on-demand supply.
TPC: Tell us more about those solutions.
TH: Our products for Microsoft Dynamics AX streamline
security, master data centralization, business intelligence, and
financial consolidations.
Tim Harris
Arbela Security Manager for Microsoft
Dynamics AX provides our clients with
everything from license compliance to
security best practices. It also has an in-depth
segregation of duties and auditing capabilities
in the tool. We have more than 100 customers
on this product.
Master Data Centralization allows you to
manage your data centrally. For large multientity
implementations, they leverage this tool
for their complex international requirements.
One Step Consolidation streamlines the
consolidation process from 14 steps to one
step on a normal month-end closing period,
specifically helping with multi-currency
consolidation and auditing.
We also have a new product coming out called Arbela Data
Insights. It’s a cloud-based data warehouse that extracts sales,
purchasing, manufacturing, inventory, and financial data out of
the Microsoft Dynamics AX environments. The content packs
for the new release of Microsoft Dynamics AX use OData feeds,
which have a limited reporting time window and can only be
refreshed periodically. We have hundreds of KPIs, reports, and
dashboards based on that data in Microsoft Dynamic AX 2012 and
the new release of Microsoft Dynamics AX. Two of our customers
are going live now and are extremely impressed with the solution,
so much that our analytics team received a standing ovation when
we presented this to our recent customer sales team.
TPC: You can’t beat a standing ovation! That’s a ton of
great time-saving features and functionality. What would
you say is the number ONE way you help manufacturers,
distributors, and retailers?
TH: Big picture, we help North American companies stay
competitive against foreign manufacturing. We help them undergo
48 SUMMER 2016 | THEPARTNERCHANNEL.COM

PHONE
888-319-4439
EMAIL
Tim@arbelatech.com
ESTABLISHED
2002
“”
“We have worked with multiple software vendors
over the years installing a variety of products, but Arbela has
proven to be a truly exceptional Partner.”
Christopher Meissner, President of Meissner Filtration Products
a digital transformation, so they can place more focus on where they
want to be. Whether that means leveraging machine learning or simply
defining a unique value proposition in order to be competitive in the
future with elements like the internet of things and big data.
TPC: How about Arbela’s unique value prop? How do you stand
apart from the rest?
TH: We are not the largest consulting Partner, but we strive to be the
most intimate. Arbela consultants focus on customer intimacy and
having those strategic conversations that result in providing our clients
with a complete business solution. We’re proud to hold a 98 percent
customer retention rate. Part of our approach to projects is to ensure
that our customers truly are the owners of their system by the end of the
project, and we actively manage the project in a way that transitions the
ownership from the consulting Partner to our customers. The high level
of adoption and success of our projects are reflected through this strategy.
TPC: Tell us more about your approach in providing your
customers with what they need to run a successful business.
TH: We don’t go into features and functions; we make a point to talk
strategy with our clients. We now have a total package and wide-solution
offering that streamlines multiple areas of business. The days of point
solutions are disappearing. Microsoft is creating a homogeneous stack,
and in the last 18 months or so, we’ve expanded our footprint to provide
that for our clients. Technology like Microsoft Dynamics CRM, Microsoft
Dynamics AX, Azure, Power BI, and Office365 has really elevated so our
clients and even our own company can take advantage of them together.
TPC: How are you seeing this advanced technology change the market?
TH: With Cloud making up a bigger part of our customers’ software
stack, they are struggling to keep up to date with all the latest changes
and rapid release cycles. We work to educate our customers on these
new capabilities, but more importantly, how they could apply to their
business. This is done through email marketing, webinars, blogs, and
developing a customer portal site. If you look at Office 365 as an example,
the rapid innovation of offering and capabilities is expanding quickly,
and where IT used to struggle with the management of the server, they
now struggle with staying on top of product innovations and mapping
that to growth initiatives. We help bridge that knowledge gap.
TPC: Switching gears to the Partner side, what does your Partner
model look like?
TH: We basically have a three-tier approach to working with Partners
as we strive to be flexible on whichever way works best for the Partner.
Our third tier is our referral Partners. They refer the work to us,
and we do the pre-sale, implementation, and support. The second tier
is where the Partner goes in and brings in the deal, but we do the
implementation and support. And the top tier is where the Partner
does everything, and we do the Partner training and implementation,
but they support it and are their customers’ point of contact.
We find this three-tier approach is Partner-friendly, but the most
common approach is for the Partners to let us take it all on. Some
Partners may be skilled and capable, but most lean on us to provide
that level of expertise and support for their clients that developing
these products has allowed us to gain.
TPC: What do you like most about working in the Microsoft
Dynamics Partner community?
TH: It has grown and matured so much in the past 10 years:
Consolidations and maturity of the marketplace as well as improved
methodology and success rates. It’s exciting to be part of a community
that’s secure, competes well, and shows innovation. It’s safe to say
we’ve knocked out the SAPs and Oracles of the world with our
capabilities, and that’s something to be proud of!
THEPARTNERCHANNEL.COM | SUMMER 2016 49

PHOTO CAPTION
contest
The Partner Channel team (left to right:
Jane, Jenny, Jasmine, and Bethany)
gathered last summer at Chicago’s funky
Catalyst Ranch.
If you were to base a magazine theme off
this image, what would it be?
Email your caption
to Jenny at Jenny@
thepartnerchannel.
com. Submissions will
be judged on creativity,
relevance, and sense
of humor. The prize for
this contest is two (2)
tickets to your local
cinema.
50 SUMMER 2016 | THEPARTNERCHANNEL.COM

PHOTO CAPTION
contest
results
Thanks for playing
the Spring 2016
contest!
Our winner is...
Andy Hafer, Dynamic
Communities
(It’s always fun to see what
the person could actually be
thinking. Thanks, Andy!):
“OK, John. I got one leg
crossed, but I don’t think
I am flexible enough
to get my other one up
there.”
It’s like Match.com ® for your sales team
Did they watch
our videos?
How much
content have they
consumed?
Are they really
interested or just
kicking the tires?
Except no one has to buy dinner.
No one wants to spend time on leads that aren’t, well... hot.
With Sky Blue, you always know who’s ready to talk.
Sky Blue, the “always on” nurture and sales engagement platform.
Should I spend
time on a demo?
Have they read
our literature?
www.OnSkyBlue.com
Engage. Measure. Close.
THEPARTNERCHANNEL.COM | SUMMER 2016 51

MEMBERS ONLY CORNER
Member
Profile
CAL Business Solutions is a Connecticut-based Microsoft Dynamics GP Partner with 30 team members.
One client described the company as the “nuts and bolts guys.” CAL Business Solutions is a practical,
hardworking team that has built its reputation on giving honest advice and being easy to work with.
What are some of your summer highlights?
I spend the winter in Florida, and at the beginning of summer, I travel back to Connecticut. I’m blessed
to be able to enjoy the sunsets to the west of our home in Connecticut. I enjoy bike riding and cruising on
my pontoon boat on Highland Lake. It’s been a great way to relax, spend time with family and friends, and
disconnect from the everyday pressures.
What is your favorite thing about working in your role?
The opportunity to connect every day with our customers. I have the pleasure of speaking with new
prospects during a discovery call or having great conversations with existing customers by offering advice
and suggestions to help continue to make their business better.
George Mackiewicz,
President
What advice did you learn early in your career that holds true now?
Be honest and do the right thing. I want our customers to buy from us because they feel like they have
been offered the best advice and help; I want them to make their own decisions based on the information
I provide them. I want it to be a conversation and not a sales pitch.
How do you handle the summer slowdown or summer speed-up at your company?
Our business is pretty steady throughout the year; however, our busiest time is December and January
since most of our customers would like to be live the beginning of the new year. During the summer, we
like to take the opportunity to connect with our existing customers regarding upgrades. If you have a good
product mix, you will be busy all year long.
What is the most beneficial aspect of The Partner Channel’s membership program for your
company and why?
The opportunity to read about best practices in the quarterly magazine. I personally love The List and
utilize it often. The List helps me find the best solution as well as read about other solutions that I may
need at a later time.
Congratulations!
The following Microsoft Dynamics Partners are celebrating their membership anniversary with The Partner Channel this quarter:
2005
JULY
» k-eCommerce
AUGUST
» Solomon Cloud Solutions
2006
JUNE
» Vicinity Manufacturing
AUGUST
» Encore Business Solutions
Inc.
2009
JULY
» Joesoftware Inc.
2012
AUGUST
» T3 Information Systems
2010
JUNE
» Blue Moon Industries
2015
JUNE
» TechVisions, LLC
The Partner Channel Membership Rewards
Our valued Members get the best of what The Partner Channel has to offer through…
» Bi-monthly Member calls
» Extra issues of The Partner Channel Magazine each quarter
» Discounts of 10 percent for Partner events and training, such as The Genius Series
» Company listing on The Partner Channel website
» Tipville, our special Member newsletter, LinkedIn group access, and more
Contact Jasmine McNellis via the information shared to the right if you want to
benefit from these rewards.
Thank You for Your Membership!
Thank you to the Microsoft Dynamics
Partners who have joined The Partner Channel’s
community. Your engagement and participation
in the channel are what makes this community
so great! For information on The Partner
Channel Membership Rewards Program, please
contact Jasmine at 701-526-3531 or Jasmine@
thepartnerchannel.com.
52 SUMMER 2016 | THEPARTNERCHANNEL.COM

count me in.
COUNT ON SAVING $200 WITH ADVANCED
PRICING UNTIL AUGUST 4.
SAVE AN ADDITIONAL $400 ($600 TOTAL!) WHEN YOU BECOME A PARTNER MEMBER.
Your customers Count On you to provide them with the best resources in the industry. Help them
succeed by inviting them to join you at Summit 2016, the can’t miss annual conference for Microsoft
Dynamics AX, CRM, GP, and NAV products. Summit features insider information from Microsoft and
user-led education, delivering robust knowledge, real-life application, and the potential for remarkable
results. Your customers will know they can Count On you when you attend Summit 2016 together.
REGISTER TODAY
WWW.DYNAMICCOMMUNITIES.COM/SUMMIT

ADVERTISER INDEX
Altec. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
BatchMaster Software, Inc. . . . . . . . . . . . . . . . . . . 29
BlackLine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Business Computers (Time Matrix) ........... 18
ClickDimensions ........................... 19
Corporate Renaissance Group ................ 3
Data Resolution ............................. 6
DataSelf ................................... 33
Dynamic Communities ..................... 53
Greenshades ............................... 13
k-eCommerce. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
MetaViewer from Metafile .................... 4
NMB Solutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Panatrack. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Paramount WorkPlace ...................... 47
Sky Blue Technology. . . . . . . . . . . . . . . . . . . . . . . . 51
The Genius Series .......................... 10
The Portal Connector ....................... 37
Thomson Reuters ........................... 36
Vicinity Manufacturing, Inc. . . . . . . . . . . . . . . . . . 76
Multi-Carrier
Parcel and
LTL Shipping
designed for
seamless
integration with
Dynamics AX.
NMB Solutions works with Dynamics AX
partners and clients internationally. Our
reputation for excellence is based upon
our professionalism, expertise and
dedication to client satisfaction. It is our
pleasure to assist you in reviewing your
Multi-Carrier parcel and LTL integration
requirements and demonstrate the
benefits of our solution.
Provide high volume parcel shipping
Reduce shipping time per package
Provide more efficient packing and
shipping operations, reducing costs
Deliver shipping charge estimates to
customers
Seamless integration to your Dynamics
AX environment
CARRIER ENGINE INTEGRATION
Seamlessly integrate Kewill,
ProShip and popular parcel and
LTL carriers with Dynamics AX
RATE SHOPPING
Compare rates for parcel and LTL
right from the sales order, quote
or our packing workbench
MULTIPLE AX VERSIONS
Our solutions support AX 2009
and up (WMS/WHS)
PROFESSIONAL SERVICES
Let our experts help you with
parcel and LTL management, with
or without our solution
NMB Solutions Canada Inc.
Christopher Morgan, Director
(800) 563-1007 x301
info@nmbsolutions.ca
Reseller of Kewill Flagship and
Clippership Multi-Carrier Engines
and supporting products
Reseller of ProShip
Multi-Carrier Engine and
supporting products
Contact us for a demo. Visit us at www.nmbsolutions.ca
Follow us on Twitter (@nmbsolutions)
54 SUMMER 2016 | THEPARTNERCHANNEL.COM

The List MOBILE
Solutions at your fingertips
thelistmobile.com
Search for the products and services you need
with the Mobile version of The List!
Table of Contents
Industry.......................Page 56
Horizontal....................Page 61
Services.......................Page 73
The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service
offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the
Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The
List, please contact Jane@thepartnerchannel.com.
NOTE: The Partner Channel offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility
of each Microsoft Dynamics Partner.
*Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

Industry
INDUSTRY
Apparel/Footwear
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
EDI
In-house control, collaborative, or outsourced.
Total solution, AS2, and VAN
for lower cost of ownership. Seamless
simplicity EDI designed specifically for
NAV. More documents and users than
any other NAV provider.
RedTail Solutions
http://www.redtailsolutions.com
508-983-1900
RedTail EDI
Freedom to Do Business: Stick to what
you do best - our cloud service manages
your EDI. Integrated with ERP/WMS/3PL
systems. Lowest total cost.
Automotive
AIM Computer Solutions, Inc.
http://www.aimcom.com/ • 586-439-0300
AIM Vision
Automotive supplier industry focused
ERP: EDI, AIAG Labels, MMOG/OEE
Requirements, PPAP, Blanket Releases,
SCM, Mixed Mode, and Repetitive.
Sana Commerce
http://www.sana-commerce.com
646-362-0432
Sana Commerce
Truly integrated B2B e-commerce
that leverages existing ERP business
logic to deliver a rich product catalog
& automate web orders.
Chemicals
BatchMaster Software, Inc.
http://www.batchmaster.com/dynamics-gp/
overview.aspx • 949-583-1646 ext. 266
BatchMaster Manufacturing for
Microsoft Dynamics GP
Our process manufacturing application
is embedded within MS
Dynamics GP, offering industry specific
R&D Lab, Formulation, Quality,
Production, Compliance, Costing,
Planning, Scheduling, and Warehousing
functionality.
Horizons International
http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Management System integrates
to all Dynamics products. Used in
chemicals, food and other regulated
industries. Control layouts for certificates
of analysis, comply with ISO standards,
manage lot holds.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com
770-421-2467
Vicinity
Written for the process manufacturing
industry Vicinity manages formulation,
quality control, compliance, production,
& planning for Food, Beverage,
Chemical, Cosmetic, Personal Care, &
Pharmaceutical manufacturers.
Construction
AvidXchange, Inc.
http://www.avidxchange.com/landing/
microsoftdynamics • 800-560-9305
End-to-End AP Automation
Streamline invoice capture, intelligently
route approvals and facilitate 100% of
payments in 45 days or less...guaranteed.
Consumer Packaged
Goods
Business Systems Integrators
http://www.BusinessSysInteg.com
866-871-2097
EDI
BSI provides superior EDI solutions
for AX & GP, both on-premise & SaaS.
Data Masons Software
http://www.datamasons.com/thelist
866-575-1631
Vantage Point EDI for
Dynamics
EDI Made Simple for Dynamics: ERP
integration without customization.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
ACE - Advanced
Commerce ERP
EDI, ASN, Shipping, Carrier Manifest,
Labels, Barcoding, TP Compliance,
WMS, Forecasting & Replenishment.
Best of breed built inside NAV replacing
7 disparate solutions. Seamless
simplicity. 110,000+ users worldwide.
RedTail Solutions
http://www.redtailsolutions.com
508-983-1900
RedTail EDI
Freedom to Do Business: Stick to what
you do best - our cloud service manages
your EDI. Integrated with ERP/WMS/3PL
systems. Lowest total cost.
Cross Industry Solution
ACOM Solutions, Inc.
http://www.acom.com/solutions/
ms-dynamics-gpgreat-plains/ • 800-699-5758
Automated Payables,
Sale Order Processing &
Document Management
Designed for Dynamics GP
Securely manage the capture, workflow,
& storage of invoices, documents &
all vital business information. 3-way
matching, live accrual reporting & the
ability to complete transactions directly
from workflows.
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link, Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Master Data Centralization
For Dynamics AX
Arbela's Master Data Centralization
for Dynamics AX manages product,
customer, vendor, employees, and
COA master data and their fields across
multiple companies for better shared
services. Gain from our experience!
Ariett
http://www.ariett.com • 781-826-1120
Cloud AP Invoice, Requisition,
PO, Contract & Expense
Reporting Solution
One spend management platform for
generating savings from any device.
AssureSign LLC
http://www.assuresign.com • 407-670-0400
AssureSign Electronic
Signature Software
Integrated cloud or on-premise enterprise
class Electronic Signatures.
Business Systems Integrators
http://www.BusinessSysInteg.com
866-871-2097
EDI
BSI provides superior EDI solutions
for AX & GP, both on-premise & SaaS.
CALUMO, Inc.
http://www.calumo.com • 214-387-6030
CALUMO - Reporting,
Budgeting & Forecasting
CALUMO is THE single tool for reporting,
budgeting & forecasting all Accountants
love. CALUMO combines web/mobile/
Excel/Word/PowerPoint to create &
distribute ad-hoc analysis, reports,
dashboards & planning templetes
Datahaven for Dynamics
http://www.datahaven4dynamics.com
757-222-2000
Datahaven for Dynamics
Datahaven is the only scanning, OCR,
and workflow solution natively embedded—not
simply integrated—throughout
the Microsoft Dynamics user experience
and available to non-Dynamics users
from Microsoft Outlook.
docSTAR
http://www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP automation
solution provider. SaaS or on-premises
deployment options. Mobile access.
Intelligent data capture. Advanced
workflow. Microsoft Dynamics ERP
integration.
Emergence
http://www.emergencecorp.com • 441-295-0913
NEW: Advanced Account Control
for Microsoft Dynamics GP
Easily manage large multi-segmented
charts of accounts. AAC allows rule
based management of valid account
numbers & segment combinations.
Includes enhanced account lookup, auto
account roll-out & account replication.
eRequester by Paperless Business
Systems
http://spendwise.ly/eRequester-2015
206-256-0771 ext. 123
eRequester
Industry leading web procurement,
expense management, inventory &
receiving, and business intelligence.
Top rated & trusted for over 16 years.
EthoTech, Inc.
http://www.ethotech.com
678-384-7500 ext. 1
Commission Plan
Calculate, pay and track all variable compensation,
including Sales Commissions,
Bonuses, Royalties, Rebates and SPIFFS.
Effortlessly create and modify commission
plans, and then quickly distribute
reports by e-mail.
Greenshades Software
http://www.greenshades.com
888-255-3815 ext. 2
Greenshades Year-End Forms
Electronic distribution, print to blank
paper, and fully automated mailing
services help thousands of Greenshades
clients create, distribute and electronically
file their 1099, W-2 and 1095-C forms.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
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Fleet Management
Higher Logic
http://www.higherlogic.com • 202-360-4402
Higher Logic
The leading cloud-based community
platform used by organizations
worldwide to bring people together
in secure communities designed to
ignite knowledge sharing, drive content
creation and solve problems.
Integrated Software, Inc.
http://www.isiusa.com • 321-984-1986
Request For Quote
Create RFQs. Save Vendor responses.
Auto-create PO's and Sales Quotes.
JAT Computer Consulting, Inc.
http://www.jatnet.com/JPI.htm
888-525-8874 ext. 462
JAT Payroll Interface (JPI)
JPI is a bi-directional integration linking
GP HRM and ADP payroll.
JAT Computer Consulting, Inc.
http://www.jatnet.com/JBC.htm
888-525-8874 ext. 462
JAT Benefits Connect (JBC)
JBC communicates enrollment data to
carriers and insurance providers.
Joesoftware Inc.
http://www.joesoftware.com • 780-990-0220
Marshal
Comprehensive QHSE application.
Incident management, employee
safety data, training/certifications,
jobsite hazard assessments, procedure
automation and more. OHSA COR PIR
compliant.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
NEW: Business Intelligence (BI)
Leveraging SQL Server, SharePoint, and
Office on a single platform, Microsoft’s
BI solution empowers decision-making
that moves your business forward.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
Development - Microsoft
Dynamics GP/CRM/xRM
20 yrs developing GP customizations
(Dexterity, .Net), Source Code Developers,
Experts with CRM/xRM as a platform
creating customized experiences.
Sub-contractor rates to other resellers.
Nexonia
http://www.nexonia.com • 800-291-4829
Nexonia
Highly-configurable cloud-based expense
reports and timesheets solutions,
seamlessly integrated with MS Dynamics,
incl. VAT & multi-currency. With mobile
apps for iOS, Android, BlackBerry 10 &
Windows Mobile phones.
Nodus Technologies, Inc.
http://www.nodus.com/estore_
solution_stack.html • 909-482-4701
eStore Solution Stack
with PayFabric
Go beyond a shopping cart with a
feature-rich, automated and fully integrated
ecommerce solution. Securely
take orders from our PCI certified B2B,
B2C, and sales portal web site with attractive
responsive web design.
Nodus Technologies, Inc.
http://www.nodus.com/products.html
909-482-4701
Credit Card Advantage and CRM
Charge with PayFabric
Securely process credit cards and
ACH within Dynamics GP or CRM and
store credit card info in a PCI-certified
cloud using PayFabric. Includes batch
processing & reporting tools. Optional
AutoPay and customer portal.
Nodus Technologies, Inc.
http://www.nodus.com/epay_advantage.html
909-482-4701
ePay Advantage with PayFabric
Automate A/R, improve cash flow, and
provide security and convenience to
your customers with an online bill pay
portal. Optional recurring/subscription
billing, AutoPay, payment plans and
remote order entry.
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP Field
Sales & Inventory
Extend GP to capture sales transactions
at the point of activity.
PaperSave
http://www.PaperSave.com • 877-727-3799
PaperSave
PaperSave is a complete document
management, electronic workflow and
invoice automation solution, Certified for
Microsoft Dynamics GP, SL, AX, & CRM.
Paramount WorkPlace
http://ParamountWorkPlace.com/solutions/
travel-and-expense/ • 800-725-4408
Paramount WorkPlace
Expense
Mobile Entry & Approvals, OCR, Google
Maps, Receipt Attachment, Rule Engine,
Credit Card & Banking Integration,
Real-Time Cash Advances, On-Account
Balance, Expense Split, GL Distribution,
Open Payment Sunshine Act.
Paramount WorkPlace
http://www.ParamountWorkPlace.com
800-725-4408
Paramount WorkPlace Requisition
& Procurement
Requisition, PunchOut, Check Request,
Budget Compliance, RFQ, PO Generation,
Receiving, Invoice Matching & Vendor
Contract Compliance, Robust Approvals
Engine.
Paramount WorkPlace
http://www.ParamountWorkPlace.com
800-725-4408
NEW: Paramount WorkPlace
Spend Management
Intuitive Web-based & Mobile Spend
Management Solutions. Requisition
& Procurement, and Expense solutions
that are easy for employees, effective for
management, powerful for accounting
ReQlogic
http://www.reqlogic.com • 734-302-2316
ReQlogic
ReQlogic is a browser-based employee
productivity suite providing solutions
for eProcurement, requisitions, vendor
invoices, time & expense, and advanced
workflow.
Solver
http://www.solveglobal.com • 310-691-5300
Solver - BI360 Suite
Both Excel & Web-based Financial &
Operational Reporting, Budgeting,
Dashboards, & a pre-configured Data
Warehouse w/ direct integration to
Microsoft Dynamics.
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 1
Dynamics GP PowerPack
Over 90 Enhancements to GP, based
upon customer requests. Enhances
virtually every part of the GP System.
Make GP more intuitive, easier to use!
Equipment Rental and
Leasing
SYCOR GmbH
http://www.sycor-group.com/rental
+49 551 490 2491
Sycor.Rental
AX 2012 solution for individual & bulk
rentals, trade of mobile goods. Full rental
lifecycle with key features: graphical
scheduling, transport mgmt., service
& maintenance, fleet mgmt., flexible
billing methods, BI.
Finance/Banking
AssureSign LLC
http://www.assuresign.com • 407-670-0400
AssureSign Electronic
Signature Software
Integrated cloud or on-premise enterprise
class Electronic Signatures.
Emergence
http://www.emergencecorp.com
441-295-0913
NEW: Advanced Account Control
for Microsoft Dynamics GP
Easily manage large multi-segmented
charts of accounts. AAC allows rule
based management of valid account
numbers & segment combinations.
Includes enhanced account lookup, auto
account roll-out & account replication.
SYCOR GmbH
http://www.sycor-group.com/fleet
+49 551 490 2491
Sycor.Fleet
AX 2012 solution for fleet management.
Key features: graph. scheduling, transport
mgmt., service & maintenance,
vehicle data mgmt., vehicle history
(costs, repairs, damage), BI & reporting,
flexible billing methods.
Food and Beverage
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics
.
ASC Software
http://www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable Warehouse
Management Solutions (WMS) designed
for Distribution, Manufacturing & 3PL
operations of any type. Over 25 years
of experience in the Food/Beverage
industry.
BatchMaster Software, Inc.
http://www.batchmaster.com/dynamics-gp/
overview.aspx • 949-583-1646 ext. 266
BatchMaster Manufacturing for
Microsoft Dynamics GP
Our process manufacturing application
is embedded within MS
Dynamics GP, offering industry specific
R&D Lab, Formulation, Quality,
Production, Compliance, Costing,
Planning, Scheduling, and Warehousing
functionality.
Blue Horseshoe
http://www.bhsolutions.com • 317-573-2583
Supply Chain Suite for
Dynamics AX
Gold Certified ERP Partner providing
Tier-1 end-to-end implementation
services as well as Industry Leading
software to fully optimize your Supply
Chain. See what's new in the Supply
Chain Suite for Dynamics AX.
Business Systems Integrators
http://www.BusinessSysInteg.com
866-871-2097
EDI
BSI provides superior EDI solutions
for AX & GP, both on-premise & SaaS.
INDUSTRY
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SUMMER 2016 57

Government Contracting
Insurance
INDUSTRY
Horizons International
http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Management System integrates
to all Dynamics products. Used in
chemicals, food and other regulated
industries. Control layouts for certificates
of analysis, comply with ISO standards,
manage lot holds.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
Supply Chain Solutions
Seamlessly simple Shipping, Inventory
Management, WMS, & EDI Compliance.
Best of Breed built inside NAV. More
than 110,000+ users worldwide.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solutions
by adding integrated scanning,
OCR, eInvoicing, workflow, and AP/AR
Automation.
RedTail Solutions
http://www.redtailsolutions.com
508-983-1900
RedTail EDI
Freedom to Do Business: Stick to what
you do best - our cloud service manages
your EDI. Integrated with ERP/WMS/3PL
systems. Lowest total cost.
Sana Commerce
http://www.sana-commerce.com
646-362-0432
Sana Commerce
Truly integrated B2B e-commerce
that leverages existing ERP business
logic to deliver a rich product catalog
& automate web orders.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com
770-421-2467
Vicinity
Written for the process manufacturing
industry Vicinity manages formulation,
quality control, compliance, production,
& planning for Food, Beverage,
Chemical, Cosmetic, Personal Care, &
Pharmaceutical manufacturers.
WithoutWire
http://www.withoutwire.com • 612-343-0404
WithoutWire TM Warehouse
WMS Barcode mobile traceable lot
serial tracked inventory for Process
Discrete MO Manufacture Distributor
Food Beverage Supply Chain ship EDI.
Unanet Technologies
http://www.unanet.com • 703-689-9440
Unanet Project Portfolio
Resource planning, time/expense
tracking & project accounting for GP/SL.
Healthcare
Business Computers
Software, Inc.
http://www.business-computers.com
303-494-9390
Time Matrix
Time Clock that integrates with Dynamics
GP PR, HR, PA, & Manufacturing.
Computer Information
Enterprises
http://www.compinfo.com • 949-263-0910
ImageLink
ImageLink is the document management
solution for Dynamics SL and GP
with integrated OCR and AP workflow.
Increasing productivity-reducing paper.
The integration is the difference. Visit
www.compinfo.com.
DocuPhase
http://www.DocuPhase.com
727-441-8228 ext. 626
DocuPhase
DocuPhase is a powerful business process
automation, document management,
intelligent capture, analytics, and web
forms platform. We provide packaged
AP, Purchase Requisition, time/expense
processes and more.
Integrated Software, Inc.
http://www.isiusa.com • 321-984-1986
Health Care Management
Billing and Financial Management for
Home Health and Long Term Care.
InterDyn BMI
http://www.erp4health.com • 866-264-3249
ERP4Health®
Financial Management Software powered
by Microsoft Dynamics.
High Tech and Electronics
QBD Systems
http://www.qbdsys.com • 800-743-9003
Universal PLM Integration
Integration w/ PLM s/w incl. Agile,
Arena, Aras, Solidworks EPDM & more.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Trade and Pricing
Adv Trade extends pricing capabilities
to include complex pricing structures,
extends billing, billing schedules and
revenue recognition of complex transactions.
Contracts can be generated and
managed easily.
AssureSign LLC
http://www.assuresign.com • 407-670-0400
AssureSign Electronic
Signature Software
Integrated cloud or on-premise enterprise
class Electronic Signatures.
Emergence
http://www.emergencecorp.com • 441-295-0913
NEW: Advanced Account Control
for Microsoft Dynamics GP
Easily manage large multi-segmented
charts of accounts. AAC allows rule
based management of valid account
numbers & segment combinations.
Includes enhanced account lookup, auto
account roll-out & account replication.
EthoTech, Inc.
http://www.ethotech.com • 678-384-7500 ext. 1
Commission Plan
Calculate, pay and track all variable compensation,
including Sales Commissions,
Bonuses, Royalties, Rebates and SPIFFS.
Effortlessly create and modify commission
plans, and then quickly distribute
reports by e-mail.
Life Sciences
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Technologies
Our specialties can align with all your
industry-specific and evolving business
needs. With minimum customizations,
we tailor AX and CRM to effectively
reduce costs and improve efficiency.
Gain from our experience!
AXSource
http://www.AXOQCS.com • 404-902-9218
Quality & Compliance
for Life Science
Integrated ERP solution for compliance
to meet FDA, Health Canada, EU and
cGMP requirements for Life Sciences.
Manufacturing
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Amerdian
http://www.amerdian.com/products/productconfigurator
• 804-595-2295 ext. 104
NEW: Product Configurator
Configure Products on Quote/Order
w/ Part dependencies, Pricing role up
and auto creation of Production or
Assembly BOM.
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Technologies
Our specialties can align with all your
industry-specific and evolving business
needs. With minimum customizations,
we tailor AX and CRM to effectively
reduce costs and improve efficiency.
Gain from our experience!
ASC Software
http://www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable Warehouse
Management Solutions (WMS) designed
for Distribution, Manufacturing & 3PL
operations of any type. Over 25 years of
experience in both process & discrete
manufacturing.
BatchMaster Software, Inc.
http://www.batchmaster.com/dynamics-gp/
overview.aspx • 949-583-1646 ext. 266
BatchMaster Manufacturing for
Microsoft Dynamics GP
Our process manufacturing application
is embedded within MS
Dynamics GP, offering industry specific
R&D Lab, Formulation, Quality,
Production, Compliance, Costing,
Planning, Scheduling, and Warehousing
functionality.
Bond Consulting Services
http://www.BondConsultingServices.com
562-988-3451
Microsoft Dynamics
ERP & CRM Solutions for
Manufacturing & Distribution
The go-to team of trusted advisors
moving you forward with Microsoft
Dynamics ERP and CRM solutions for
SMB and Enterprise.
Business Computers
Software, Inc.
http://www.business-computers.com
303-494-9390
Time Matrix
Time Clock that integrates with Dynamics
GP PR, HR, PA, & Manufacturing.
Computer Information
Enterprises
http://www.compinfo.com • 949-263-0910
ImageLink
ImageLink is the document management
solution for Dynamics SL and GP
with integrated OCR and AP workflow.
Increasing productivity-reducing paper.
The integration is the difference. Visit
www.compinfo.com.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
58 SUMMER 2016 | THEPARTNERCHANNEL.COM

Data Masons Software
http://www.datamasons.com/thelist
866-575-1631
Vantage Point EDI for
Dynamics
EDI Made Simple for Dynamics: ERP
integration without customization.
docSTAR
http://www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP automation
solution provider. SaaS or on-premises
deployment options. Mobile access.
Intelligent data capture. Advanced
workflow. Microsoft Dynamics ERP
integration.
eNSYNC Solutions, Inc.
http://www.ScanWorkX.com • 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mobile
device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
AFP (Advanced Forecasting
and Procurement) for
Manufacturing
Forecasts inventory items as components
or finished goods. Gain control.
Manufacturing Resource
Partners
http://www.mrpconsulting.com • 562-547-6156
Dynamics GP Manufacturing
Consulting
The Dynamics GP implementation team
at Manufacturing Resource Partners is
one of the most experienced available.
Each of our consultants has 12 to 24
years of manufacturing and operations
management experience.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solutions
by adding integrated scanning,
OCR, eInvoicing, workflow, and AP/AR
Automation.
Sana Commerce
http://www.sana-commerce.com
646-362-0432
Sana Commerce
Truly integrated B2B e-commerce
that leverages existing ERP business
logic to deliver a rich product catalog
& automate web orders.
Thomson Reuters
http://tax.thomsonreuters.com/DynamicsTax
888-885-0206
Sales Tax Automation for
Microsoft Dynamics
Thomson Reuters ONESOURCE Indirect
Tax is a cloud-based sales and use
calculation, document management,
filing and remittance solution that
integrates with Microsoft Dynamics to
simplify the sales tax process.
Vicinity Manufacturing
http://www.vicinitymanufacturing.com
770-421-2467
Vicinity
Written for the process manufacturing
industry Vicinity manages formulation,
quality control, compliance, production,
& planning for Food, Beverage,
Chemical, Cosmetic, Personal Care, &
Pharmaceutical manufacturers.
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 1
MO Generator
MO Gen integrates external Mfg systems
into GP Mfg. Creates, schedules,
and releases MO's. Builds pick lists and
receives and posts MO receipts
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 1
Manufacturing PowerPack
A suite of enhancements for GP
Manufacturing. Tighter integration
and added functionality between GP
Core Modules and Manufacturing.
WithoutWire
http://www.withoutwire.com • 612-343-0404
WithoutWire TM Warehouse
WMS Barcode mobile traceable lot serial
tracked inventory for Process Manufacture
MO Distributor Food Beverage Pharma
Chemical CPG ship EDI.
Media and Entertainment
Eclipse Computing, Inc
http://www.royaltyandrights.com
201-746-6255 ext. 201
Royalty and Rights Management
System for Dynamics GP
For managing intellectual property,
controls all phases of royalty accounting
including Contracts, Accruals, Payments
& Revenue Recognition.
Non-Profit Organizations
AvidXchange, Inc.
http://www.avidxchange.com/landing/
microsoftdynamics • 800-560-9305
End-to-End AP Automation
Streamline invoice capture, intelligently
route approvals and facilitate 100% of
payments in 45 days or less...guaranteed.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
Advanced GL Close
Adds multiple GL segment selection
capability during year-end close.
ImageTag, Inc.
http://www.kwiktag.com • 888-KWIK-TAG
KwikTag
KwikTag by ImageTag is ONE SYSTEM you
need for document management and
business process automation - without
harming trees or your budget.
Unanet Technologies
http://www.unanet.com • 703-689-9440
Unanet Project Portfolio
Resource planning, time/expense
tracking & project accounting for GP/SL.
Oil and Gas
Computer Information Enterprises
http://www.compinfo.com • 949-263-0910
ImageLink
ImageLink is the document management
solution for Dynamics SL and GP
with integrated OCR and AP workflow.
Increasing productivity-reducing paper.
The integration is the difference. Visit
www.compinfo.com.
Thomson Reuters
http://tax.thomsonreuters.com/DynamicsTax
888-885-0206
Sales Tax Automation for
Microsoft Dynamics
Thomson Reuters ONESOURCE Indirect
Tax is a cloud-based sales and use
calculation, document management,
filing and remittance solution that
integrates with Microsoft Dynamics to
simplify the sales tax process.
Pharmaceuticals
ASC Software
http://www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable Warehouse
Management Solutions (WMS) designed
for Distribution, Manufacturing & 3PL
operations of any type. Over 25 years
of experience in the Pharmaceutical &
Medical industries.
AXSource
http://www.AXOQCS.com • 404-902-9218
Quality & Compliance for Pharma
Fully integrated ERP solution for global
regulatory compliance requirements.
Features: CAPA, Recall Management,
enhanced e-signatures, e-batch records
& approved customer list.
Horizons International
http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Management System integrates
to all Dynamics products. Used in
chemicals, food and other regulated
industries. Control layouts for certificates
of analysis, comply with ISO standards,
manage lot holds.
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP for
Inventory Management
Add an integrated bar code solution
and turn GP into your WMS for inventory
management. An easy to install
solution with robust features.
Professional Services
JOVACO Solutions Inc.
http://www.jovaco.com • 888-988-3535 ext. 122
JOVACO Project Suite
Project accounting for professional service
firms to manage projects through
web-based time & expense and resource
mgmt modules. Top features: extensive
reporting, multi-company & interdepartmental
capabilities.
Nexonia
http://www.nexonia.com • 800-291-4829
Nexonia
Highly-configurable cloud-based expense
reports and timesheets solutions,
seamlessly integrated with MS Dynamics,
incl. VAT & multi-currency. With mobile
apps for iOS, Android, BlackBerry 10 &
Windows Mobile phones.
Unanet Technologies
http://www.unanet.com • 703-689-9440
Unanet Project Portfolio
Resource planning, time/expense
tracking & project accounting for GP/SL.
Property Management
Binary Stream
http://www.binarystream.com/GP-PM
604-522-6300
Property Management (PrM)
Property Management is the only
fully integrated lease manager in GP.
Manage your commercial, retail and
large residential leases with ease.
INDUSTRY
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SUMMER 2016 59

INDUSTRY
Publishing
Eclipse Computing, Inc
http://www.royaltyandrights.com
201-746-6255 ext. 201
Royalty and Rights Management
System for Dynamics GP
For managing intellectual property,
controls all phases of royalty accounting
including Contracts, Accruals, Payments
& Revenue Recognition.
Real Estate
AvidXchange, Inc.
http://www.avidxchange.com/landing/
microsoftdynamics • 800-560-9305
End-to-End AP Automation
Streamline invoice capture, intelligently
route approvals and facilitate 100% of
payments in 45 days or less...guaranteed.
Binary Stream
http://www.binarystream.com/GP-PM
604-522-6300
Property Management (PrM)
Property Management is the only
fully integrated lease manager in GP.
Manage your commercial, retail and
large residential leases with ease.
Retail
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Technologies
Our specialties can align with all your
industry-specific and evolving business
needs. With minimum customizations,
we tailor AX and CRM to effectively
reduce costs and improve efficiency.
Gain from our experience!
Avalara, Inc.
http://www.info.avalara.com/TheList
877-780-4848
Avalara for Sales Tax
Automation
Automate and eliminate the complexity
of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certificate
management, filing and remittance
solution for Microsoft Dynamics.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solutions
by adding integrated scanning,
OCR, eInvoicing, workflow, and AP/AR
Automation.
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP for
Inventory Management
Add an integrated bar code solution
and turn GP into your WMS for inventory
management. An easy to install
solution with robust features.
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP Field
Sales & Inventory
Extend GP to capture sales transactions
at the point of activity.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Credit Cards
PCI validated CC solution native to AX
and Retail for AX. We integrate to 13+
processors. Take payments in SO, AR
or Projects. Tokenization is available.
Process CC in multiple countries. Handle
complex transactions.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Credit Cards for Retail
Adv. CC for Retail allows you to process
credit cards in retail environments and
directly integrate into AX. PCI validated
CC solution native to AX. Red Maple has
many processor options for CC for Retail.
Thomson Reuters
http://tax.thomsonreuters.com/DynamicsTax
888-885-0206
Sales Tax Automation for
Microsoft Dynamics
Thomson Reuters ONESOURCE Indirect
Tax is a cloud-based sales and use
calculation, document management,
filing and remittance solution that
integrates with Microsoft Dynamics to
simplify the sales tax process.
Software
Nexonia
http://www.nexonia.com • 800-291-4829
Nexonia
Highly-configurable cloud-based expense
reports and timesheets solutions,
seamlessly integrated with MS Dynamics,
incl. VAT & multi-currency. With mobile
apps for iOS, Android, BlackBerry 10 &
Windows Mobile phones.
Software Manufacturers
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Trade and Pricing
Adv Trade extends pricing capabilities
to include complex pricing structures,
extends billing, billing schedules and
revenue recognition of complex transactions.
Contracts can be generated and
managed easily.
Staffing/Recruiting
Joesoftware Inc.
http://www.joesoftware.com • 780-990-0220
Recruitment Accelerator
Web-based recruiting mgmt, resume
collection & on-boarding accelerator.
Transportation
Selective Software Inc
http://www.selectivesoftware.com
421-369-0480
In Transit Software
Integrated solutions for Trucking: Loads,
Driver/Carrier Pay, Freight Billing, EDI,
Dispatch, Imaging, Maintenance & Repair,
Fuel Integration, Road Taxes. Reporting
& more. Asset-Based & Brokerage.
Warehouse Management
ASC Software
http://www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable & highly configurable
WMS designed for Distribution,
Manufacturing & 3PL operations of any
type. Over 25 years of experience in
advanced distribution solutions.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
Operations Core
Help your backoffice work more effectively
with your warehouse.
eNSYNC Solutions, Inc.
http://www.ScanWorkX.com • 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mobile
device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.
FASCOR
http://www.fascor.com • 513-421-1777 ext. 103
NEW: FASCOR WMS
Warehouse management systems
providing tier 1 functionality for SMB
businesses. Industry leading Dynamics
GP integration offers rapid deployment,
seamless integration and real ROI.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
ACE Warehousing©
Flexibility from basic to advanced functionality.
Receiving, picking, shipping,
realtime inventory in NAV via wireless
devices. Also grows to license plating,
serial no. tracking & production output
registration.
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP for
Inventory Management
Add an integrated bar code solution
and turn GP into your WMS for inventory
management. An easy to install
solution with robust features.
Tasklet Factory
http://www.taskletfactory.com • +45 96 354 500
Mobile WMS for Microsoft
Dynamics AX/NAV
Mobile WMS is a user-friendly Mobile
Warehouse Management solution with
on/offline mode that integrates with
standard Microsoft Dynamics AX/NAV.
WithoutWire
http://www.withoutwire.com • 612-343-0404
WithoutWire TM Warehouse
WMS Barcode mobile traceable lot serial
tracked inventory for Manufacture
Distributor Pharma Chemical CPG Food
Field Service tech job ship EDI.
Wholesale Trade:
Durable Goods
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
Supply Chain Solutions
Seamlessly simple Shipping, Inventory
Management, WMS, & EDI Compliance.
Best of Breed built inside NAV. More
than 110,000+ users worldwide.
Wholesale Trade:
Non-durable Goods
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
Supply Chain Solutions
Seamlessly simple Shipping, Inventory
Management, WMS, & EDI Compliance.
Best of Breed built inside NAV. More
than 110,000+ users worldwide.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
60 SUMMER 2016 | THEPARTNERCHANNEL.COM

Horizontal
Accounting
Adra
http://www.adra.com • +44 207 868 5171
ACCOUNTS TM Transaction
Matching Software
ACCOUNTS is a software solution that
replaces cumbersome spreadsheets
and error-prone manual reconciliations
with a rules driven, automated solution
for all types of transaction matching.
Adra
http://www.adra.com/ • +44 207 868 5171
TASK MANAGER - Financial
Task Management Software
TASK MANAGER is purpose built for
finance teams and recurring processes.
It streamlines the Financial Close and
other administrational tasks and allows
you to enforce and manage Internal
Control.
Adra
http://www.adra.com • +44 207 868 5171
BALANCER - Balance Sheet
Reconciliation Software
BALANCER allows you to replace cumbersome
spreadsheets and error-prone
manual tasks with a full real-time
overview of the entire balance sheet
reconciliation process. Free up time and
close faster with BALANCER.
BlackLine
https://www.blackline.com/financecontrols-and-automation
• 818-223-9008
BlackLine
BlackLine's Finance Automation and
Controls platform integrates with and
complements Microsoft Dynamics (GP,
AX, NAV) and enables fast growing
companies to close the gaps left in
financial close accounting processes.
Emergence
http://www.emergencecorp.com • 441-295-0913
NEW: Advanced Account Control
for Microsoft Dynamics GP
Easily manage large multi-segmented
charts of accounts. AAC allows rule
based management of valid account
numbers & segment combinations.
Includes enhanced account lookup, auto
account roll-out & account replication.
Encore Business Solutions
http://www.encorebusiness.com • 888-898-4330
ePayStub for Canadian Payroll
ePaystub for Canadian Payroll is a seamless
extension to Dynamics GP Canadian
Payroll that allows users to email out
employee Payslips with an email that
is password protected.
ImageTag, Inc.
http://www.kwiktag.com • 888-KWIK-TAG
KwikTag
KwikTag by ImageTag is ONE SYSTEM you
need for document management and
business process automation - without
harming trees or your budget.
Affordable Care Act
Reporting
AIM Technologies
http://www.aim-technologies.com/
acadashboard.html • 888-234-0428
The ACA Dashboard
Complete solution for proactive management
and reporting for compliance
with the Affordable Care Act.
Greenshades Software
http://www.greenshades.com/landing-aca.
php?source=TheList • 888-255-3815 ext. 2
Affordable Care Act
From tracking eligibility and enrollment
requirements to producing and
filing 1095-C returns, Greenshades
has Affordable Care Act requirements
under control. Request a demo today
and take the pain out of ACA.
Integrity Data
http://www.integrity-data.com/software/
aca-compliance/ • 888-786-6162
Integrity Data ACA
Compliance Solution
A 360° reporting & tracking engine that
makes ACA compliance a non-issue.
Automatically tracks eligibility, tests
affordability, and generates, prints and
e-files Form 1095-C/ 1094-C.
Integrity Data
http://www.integrity-data.com
217-732-3737 ext. 0203
Comprehensive HR & Payroll
Solutions for Dynamics GP
Creating great Dynamics® GP HR &
Payroll experiences by offering solid
solutions: reliable software, top-notch
support and expert services - making
your payroll system work exactly the
way you want and need it to!
Analytics
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Technologies
Our specialties can align with all your
industry-specific and evolving business
needs. With minimum customizations,
we tailor AX and CRM to effectively
reduce costs and improve efficiency.
Gain from our experience!
DataSelf
http://www.dataself.com • 888-910-9802
DataSelf Analytics
Tableau, a data warehouse and 5,000
KPIs for Dynamics ERP/CRM.
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 2336
Advanced SmartList
Enhanced analysis of SmartList data.
Ad-hoc reports & queries on the fly.
Sort, filter & re-order columns easily.
Sum groups of info fast.
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 2336
Project Tracking with
Advanced Analytics
Creates a seamless connection between
a company’s financial transactions &
project revenue & expenses. Easily
assign project info. from within GP at
the time of transaction entry.
ZAP
http://www.zapbi.com • 415-889-5740
ZAP
ZAP combines capabilities including
data automation, data modeling and
data visualization, all supporting governed
and trusted data outputs from a
central point for organizations to better
manage business outcomes.
Automation
Adra
http://www.adra.com • +44 207 868 5171
ACCOUNTS TM Transaction
Matching Software
ACCOUNTS is a software solution that
replaces cumbersome spreadsheets
and error-prone manual reconciliations
with a rules driven, automated solution
for all types of transaction matching.
Adra
http://www.adra.com/ • +44 207 868 5171
TASK MANAGER - Financial
Task Management Software
TASK MANAGER is purpose built for
finance teams and recurring processes.
It streamlines the Financial Close and
other administrational tasks and allows
you to enforce and manage Internal
Control.
Adra
http://www.adra.com • +44 207 868 5171
BALANCER - Balance Sheet
Reconciliation Software
BALANCER allows you to replace cumbersome
spreadsheets and error-prone
manual tasks with a full real-time
overview of the entire balance sheet
reconciliation process. Free up time
and close faster with BALANCER.
BlackLine
https://www.blackline.com/financecontrols-and-automation
• 818-223-9008
BlackLine
BlackLine's Finance Automation and
Controls platform integrates with and
complements Microsoft Dynamics (GP,
AX, NAV) and enables fast growing
companies to close the gaps left in
financial close accounting processes.
ImageTag, Inc.
http://www.kwiktag.com • 888-KWIK-TAG
KwikPayables
KwikPayables automates the process
of invoice transactions being captured,
coded, routed, approved, stored and
audited.
Paramount WorkPlace
http://ParamountWorkPlace.com/solutions/
travel-and-expense/ • 800-725-4408
Paramount WorkPlace
Expense
Mobile Entry & Approvals, OCR, Google
Maps, Receipt Attachment, Rule Engine,
Credit Card & Banking Integration,
Real-Time Cash Advances, On-Account
Balance, Expense Split, GL Distribution,
Open Payment Sunshine Act.
Barcode Data Collection
eNSYNC Solutions, Inc.
http://www.ScanWorkX.com • 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mobile
device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP for Fixed Assets
Bar Code data capture extending GP
Fixed Asset module to manage assets.
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP for
Inventory Management
Add an integrated bar code solution
and turn GP into your WMS for inventory
management. An easy to install
solution with robust features.
Budgeting
CALUMO, Inc.
http://www.calumo.com • 214-387-6030
CALUMO - Reporting,
Budgeting & Forecasting
CALUMO is THE single tool for reporting,
budgeting & forecasting all Accountants
love. CALUMO combines web/mobile/
Excel/Word/PowerPoint to create &
distribute ad-hoc analysis, reports,
dashboards & planning templetes
HORIZONTAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SUMMER 2016 61

HORIZONTAL
Corporate Renaissance Group
http://www.crgroup.com/budgeting
613-232-4295
Budgeting & Costing
CRGroup provides consulting expertise
and leading solutions to streamline
and improve budgeting, planning and
costing. (Adaptive Insights, BOARD
Software, CRG Cost Allocator, CRG
FlexABM). Contact us to learn more.
deFacto Global, Inc.
http://www.deFactoGlobal.com
203-894-1789 ext. 221
deFacto Performance
Management
Premier “All-in-One” Dynamics Financial
& Operational Budgeting, Forecasting,
Consolidation, Analysis and Reporting,
Excel/Web-based. Powerful, Affordable.
Dynamic Budgets
http://www.dynamicbudgets.com
650-332-6650
Dynamic Budgets
Replace Forecaster with a more intuitive
and robust budgeting tool which
can be up and running in 2 hours! Give
your staff real-time drill down reporting
on GP transactions and eliminate
Excel-based budgeting chaos.
Solver
http://www.solveglobal.com • 310-691-5300
Solver - BI360 Suite
Both Excel & Web-based Financial &
Operational Reporting, Budgeting,
Dashboards, & a pre-configured Data
Warehouse w/ direct integration to
Microsoft Dynamics.
Business Intelligence
CALUMO, Inc.
http://www.calumo.com • 214-387-6030
CALUMO - Reporting,
Budgeting & Forecasting
CALUMO is THE single tool for reporting,
budgeting & forecasting all Accountants
love. CALUMO combines web/mobile/
Excel/Word/PowerPoint to create &
distribute ad-hoc analysis, reports,
dashboards & planning templetes
Client Strategy Group
http://www.csgax.com • 216-524-2574
Dynamics AX Done Right!
CSG has proven expertise in: AX
Performance Tuning, Business Intelligence,
and AX 2012 Upgrades.
DataSelf
http://www.dataself.com • 888-910-9802
DataSelf Analytics
Tableau, a data warehouse and 5,000
KPIs for Dynamics ERP/CRM.
deFacto Global, Inc.
http://www.deFactoGlobal.com
203-894-1789 ext. 221
deFacto Performance
Management
Premier “All-in-One” Dynamics Financial
& Operational Budgeting, Forecasting,
Consolidation, Analysis and Reporting,
Excel/Web-based. Powerful, Affordable.
Flexible Solutions
http://www.GPReportsViewer.com
212-254-4112 ext. 1
GP Reports Viewer
Easily & quickly print/email Crystal/SRS/
Excel reports directly from Dynamics
GP. Replace existing GP reports, link
reports directly to GP and 3rd party
windows, pass parameters to reports
directly from fields in GP.
Halo BI
http://www.halobi.com • 888-300-0219
Halo BI
Analytics and BI platform for self-service
supply chain planning and data discovery.
Enterprise scaled, rapidly implemented,
data secured. Analyze, decide and plan
faster than ever before. See demo live
on halobi.com
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
NEW: Business Intelligence (BI)
Leveraging SQL Server, SharePoint, and
Office on a single platform, Microsoft’s
BI solution empowers decision-making
that moves your business forward.
Solver
http://www.solveglobal.com • 310-691-5300
Solver - BI360 Suite
Both Excel & Web-based Financial &
Operational Reporting, Budgeting,
Dashboards, & a pre-configured Data
Warehouse w/ direct integration to
Microsoft Dynamics.
ZAP
http://www.zapbi.com • 415-889-5740
ZAP
ZAP combines capabilities including
data automation, data modeling and
data visualization, all supporting governed
and trusted data outputs from a
central point for organizations to better
manage business outcomes.
Business Process
Management
ACOM Solutions, Inc.
http://www.acom.com/solutions/msdynamics-gpgreat-plains/
• 800-699-5758
Automated Payables,
Sale Order Processing &
Document Management
Designed for Dynamics GP
Securely manage the capture, workflow,
& storage of invoices, documents &
all vital business information. 3-way
matching, live accrual reporting & the
ability to complete transactions directly
from workflows.
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
docSTAR
http://www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP automation
solution provider. SaaS or on-premises
deployment options. Mobile access.
Intelligent data capture. Advanced
workflow. Microsoft Dynamics ERP
integration.
DocuPhase
http://www.DocuPhase.com
727-441-8228 ext. 626
DocuPhase
DocuPhase is a powerful business process
automation, document management,
intelligent capture, analytics, and web
forms platform. We provide packaged
AP, Purchase Requisition, time/expense
processes and more.
Enliven Software
http://enlivensoftware.com/Products/
Accounts-Payable • 866-439-5884 ext. 1
Fidesic AP - Web-Based
Invoice and Payment Approval
Workflow System
A powerful web-based invoice/payment
approval management system designed
to work specifically with Dynamics GP.
Features OCR and ACH fulfillment
JAT Computer Consulting, Inc.
http://www.jatnet.com/JBC.htm
888-525-8874 ext. 462
JAT Benefits Connect (JBC)
JBC communicates enrollment data to
carriers and insurance providers.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solutions
by adding integrated scanning,
OCR, eInvoicing, workflow, and AP/AR
Automation.
Check Printing
MHC Software, Inc.
http://www.mhcsoftwareinc.com
952-882-3341
Document Express Accounts
Payable & Payroll MICR
Check Printing
MICR checks print to blank stock from
standard Dynamics output. Ideal for
unique customizations- print virtually
any data available in Dynamics on
checks. Digitized signatures, positive
pay, secure remote printing.
Trans-Micro, Inc.
http://www.checkfactory.com • 800-749-2335
Check Factory Visual Series
v5 for Dynamics GP and SL
MICR check and forms printing software
solution with automatic signatures on
checks. Designed to replace the need
to purchase pre-printed checks and
forms. Check Factory works inside
Dynamics GP and SL.
Collaboration Platform
Higher Logic
http://www.higherlogic.com • 202-360-4402
Higher Logic
The leading cloud-based community
platform used by organizations
worldwide to bring people together
in secure communities designed to
ignite knowledge sharing, drive content
creation and solve problems.
Commissions
EthoTech, Inc.
http://www.ethotech.com • 678-384-7500 ext. 1
Commission Plan
Calculate, pay and track all variable compensation,
including Sales Commissions,
Bonuses, Royalties, Rebates and SPIFFS.
Effortlessly create and modify commission
plans, and then quickly distribute
reports by e-mail.
Flaum Technologies
http://www.CommissionCalc.com
888-962-6667 ext. 24
CommissionCalc
The practical way to automate "impossible"
commission plans.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
62 SUMMER 2016 | THEPARTNERCHANNEL.COM

Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Commissions
Adv Commissions is flexible and handles
complex commissions. Commissions can
be calculated based on many criteria
and can be paid at invoice, upon payment
or periodically. It can be used in
SO, Projects, AR & AP.
Compliance
ACOM Solutions, Inc.
http://www.acom.com/solutions/msdynamics-gpgreat-plains/
• 800-699-5758
Integrated Document
Management and Process
Automation for Dynamics GP
Direct and control the entire lifecycle
of your documents and unstructured
information, while protecting the
information within them & keeping you
within compliance mandates.
Adra
http://www.adra.com/ • +44 207 868 5171
TASK MANAGER - Financial
Task Management Software
TASK MANAGER is purpose built for
finance teams and recurring processes.
It streamlines the Financial Close and
other administrational tasks and allows
you to enforce and manage Internal
Control.
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
doc-link electronic document solutions
support compliance mandates.
Greenshades Software
http://www.greenshades.com/landing-aca.
php?source=TheList • 888-255-3815 ext. 2
Affordable Care Act
From tracking eligibility and enrollment
requirements to producing and
filing 1095-C returns, Greenshades
has Affordable Care Act requirements
under control. Request a demo today
and take the pain out of ACA.
Integrity Data
http://www.integrity-data.com/software/
aca-compliance/ • 888-786-6162
Integrity Data ACA
Compliance Solution
A 360° reporting & tracking engine that
makes ACA compliance a non-issue.
Automatically tracks eligibility, tests
affordability, and generates, prints and
e-files Form 1095-C/ 1094-C.
Contract/Project
Management
Ariett
http://www.ariett.com • 781-826-1120
Cloud Contract Management
Solution for Vendors, Capital
Projects and Budgeting
with Requisition/Invoice
Tracking on Any Device
Manage contracts/capital projects,
commitments, dates & change orders.
Credit Card/Check
Processing
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
Credit Card Payments,
powered by Vantiv
Provides credit card processing for Sales
Order Processing and Cash Receipts.
Seamlessly integrated with Vantiv
with no 3rd party gateways. Support
for pre-authorization, sale/capture,
adjust, void, and return.
k-eCommerce
http://www.k-eCommerce.com
855-k-eCommerce
Azox CCE
Secure, PA-DSS ACH/credit card solution
with batch processing and ability
to store sensitive data off site with
tokenization.
Nodus Technologies, Inc.
http://www.nodus.com/products.html
909-482-4701
Credit Card Advantage and CRM
Charge with PayFabric
Securely process credit cards and
ACH within Dynamics GP or CRM and
store credit card info in a PCI-certified
cloud using PayFabric. Includes batch
processing & reporting tools. Optional
AutoPay and customer portal.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Credit Cards
PCI validated CC solution native to AX
and Retail for AX. We integrate to 13+
processors. Take payments in SO, AR
or Projects. Tokenization is available.
Process CC in multiple countries. Handle
complex transactions.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Credit Cards for Retail
Adv. CC for Retail allows you to process
credit cards in retail environments and
directly integrate into AX. PCI validated
CC solution native to AX. Red Maple has
many processor options for CC for Retail.
Visionary Software
Consulting, Inc.
http://crm-rules.com • 877-276-1942
CRM Rules for Microsoft
Dynamics CRM
Add JavaScript to CRM forms w/o coding.
More powerful than Business Rules.
Data Integration
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 2336
Project Tracking with
Advanced Analytics
Creates a seamless connection between
a company’s financial transactions &
project revenue & expenses. Easily
assign project info. from within GP at
the time of transaction entry.
ZAP
http://www.zapbi.com • 415-889-5740
ZAP
ZAP combines capabilities including
data automation, data modeling and
data visualization, all supporting governed
and trusted data outputs from a
central point for organizations to better
manage business outcomes.
Data Management
Corporate Renaissance Group
http://www.crgroup.com/changer
613-232-4295
CRG Changer
Quickly & easily change, merge &
combine your codes & data in GP.
Changer is trusted by thousands of
organizations, supports 3rd party tables
& is completely flexible - ensuring GP
operates at optimum efficiency.
Distribution
HORIZONTAL
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Security Manager
Arbela Security Manager addresses
security creation & mgmt, risk & compliancy
requirements, & audit preparation
with inquires & reports. Focus on your
business not your technology needs.
Gain from our experience!
Greenshades Software
http://www.greenshades.com
888-255-3815 ext. 2
Greenshades Year-End Forms
Electronic distribution, print to blank
paper, and fully automated mailing
services help thousands of Greenshades
clients create, distribute and electronically
file their 1099, W-2 and 1095-C forms.
ChargeLogic
http://www.chargelogic.com • 877-292-2520
ChargeLogic Payments
Leading PCI validated credit card &
payment processing solution for NAV.
Integrated Software, Inc.
http://www.isiusa.com • 321-984-1986
Credit Card Authorization
PCI validated. Token-based system
eliminates need to store sensitive credit
card data. Handles all your credit card
processing needs. Seamlessly integrated
with Sales Order Processing and Cash
Receipts.
Integrated Software, Inc.
http://www.isiusa.com • 321-984-1986
Check Processing
Electronic Check Processing integrated
with SOP and Cash Receipts.
Credit Management
Sable37
http://www.sable37.com/ax-add-ons/
336-207-6800
Advanced Credit Control
Pro-active credit control activities
and new account risk scoring. 1-stop
screen for Credit Officers. Automatic
block orders at multiple points with
multiple Credit Hold types. Dynamic
release of Holds.
Customer Relationship
Management
Encore Business Solutions
http://www.swiftrm.com • 888-898-4330
NEW: SwiftRM
Your express route to relationship
management in the cloud! A preconfigured
Dynamics CRM environment
designed for ease of use and deployed
in 3 days. Priced on a per user/month
basis, starting at $65.
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Technologies
Our specialties can align with all your
industry-specific and evolving business
needs. With minimum customizations,
we tailor AX and CRM to effectively
reduce costs and improve efficiency.
Gain from our experience!
ASC Software
http://www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable WMS for
Distribution, Manufacturing & 3PL
operations. Over 25 years of features
& functions built-in.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
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Blue Horseshoe
http://www.bhsolutions.com • 317-573-2583
Supply Chain Suite for
Dynamics AX
Gold Certified ERP Partner providing
Tier-1 end-to-end implementation
services as well as Industry Leading
software to fully optimize your Supply
Chain. See what's new in the Supply
Chain Suite for Dynamics AX.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
Operations Core
Help your backoffice work more effectively
with your warehouse.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
ChargeBack Processing
Provides deductions management
capability for cash receipts processing.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
SOP Auto Invoice
Adds automatic sales order transfer,
invoice printing & posting to SOP.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
NEW: Customer Consignments
Adds complete consignment processing
functionality to Dynamics GP Sales
Order Processing.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
NEW: Advanced User-
Defined Fields
Provides a versatile array of userconfigurable
fields to extend master
records and document headers and lines.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
Container Management
Enter manifests, receive FOB, track
goods in transit.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
NEW: Freight Matrix
Provides the capability to define your
own freight charge schedules.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
KTL SOP Advanced Distribution
Allows you to dynamically define where
each segment of the account comes
from either the customer, vendor item,
system, static, or payment terms.
Lanham Associates®
http://www.lanhamassoc.
com 678-379-4200 ext. 105
Supply Chain Solutions
Seamlessly simple Shipping, Inventory
Management, WMS, & EDI Compliance.
Best of Breed built inside NAV. More
than 110,000+ users worldwide.
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 1
Dynamics GP PowerPack
Over 90 Enhancements to GP, based
upon customer requests. Enhances
virtually every part of the GP System.
Make GP more intuitive, easier to use!
Document Management
ACOM Solutions, Inc.
http://www.acom.com/solutions/msdynamics-gpgreat-plains/
• 800-699-5758
Automated Payables,
Sale Order Processing &
Document Management
Designed for Dynamics GP
Securely manage the capture, workflow,
& storage of invoices, documents &
all vital business information. 3-way
matching, live accrual reporting & the
ability to complete transactions directly
from workflows.
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Computer Information Enterprises
http://www.compinfo.com • 949-263-0910
ImageLink
ImageLink is the document management
solution for Dynamics SL and GP
with integrated OCR and AP workflow.
Increasing productivity-reducing paper.
The integration is the difference. Visit
www.compinfo.com.
Datahaven for Dynamics
http://www.datahaven4dynamics.com
757-222-2000
Datahaven for Dynamics
Datahaven is the only scanning, OCR,
and workflow solution natively embedded–not
simply integrated–throughout
the Microsoft Dynamics user experience
and available to non-Dynamics users
from Microsoft Outlook.
docSTAR
http://www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP automation
solution provider. SaaS or on-premises
deployment options. Mobile access.
Intelligent data capture. Advanced
workflow. Microsoft Dynamics ERP
integration.
DocuPhase
http://www.DocuPhase.com
727-441-8228 ext. 626
DocuPhase
DocuPhase is a powerful business process
automation, document management,
intelligent capture, analytics, and web
forms platform. We provide packaged
AP, Purchase Requisition, time/expense
processes and more.
Esker Inc
http://www.esker.com • 800-368-5283
Document Process Automation
Addressing processes like accounts
payable, accounts receivable, and sales
order processing, Esker solutions enable
companies to automate the reception,
processing and sending of documents
with one platform.
Greenshades Software
http://www.greenshades.com
888-255-3815 ext. 2
Greenshades Online
Employee Services
Streamline your HR processes. Our
Employee Services module makes benefit
sign-up easy and our web based portal
eliminates the need to print employee
documents and paystubs.
ImageTag, Inc.
http://www.kwiktag.com • 888-KWIK-TAG
KwikTag
KwikTag by ImageTag is ONE SYSTEM you
need for document management and
business process automation - without
harming trees or your budget.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solutions
by adding integrated scanning,
OCR, eInvoicing, workflow, and AP/AR
Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com
952-882-3341
MHC Image Express
Electronically archive vendor
invoices,HRdocs, POs & more. Automated
document entry. Retrieve documents
from Dynamics screens or web browser.
Retrieve related documents with a
single click. Workflow & Report imaging.
PaperSave
http://www.PaperSave.com • 877-727-3799
PaperSave
PaperSave is a complete document
management, electronic workflow and
invoice automation solution, Certified for
Microsoft Dynamics GP, SL, AX, & CRM.
E-commerce
Avalara, Inc.
http://www.info.avalara.com/TheList
877-780-4848
Avalara for Sales Tax
Automation
Automate and eliminate the complexity
of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certificate
management, filing and remittance
solution for Microsoft Dynamics.
ChargeLogic
http://www.chargelogic.com • 877-292-2520
ChargeLogic Connect
Easy ecommerce integration w/ NAV.
PCI-compliant cloud payment solution.
k-eCommerce
http://www.k-eCommerce.com
855-k-eCommerce
k-eCommerce
A versatile, integrated B2B, B2C and
Sales Portal eCommerce solution
deployed in our PCI DSS certified
cloud or on premise. Built-in CMS with
SEO, responsive design, multilingual/
multicurrency.
Malibu Commerce
http://www.malibucommerce.com
213-891-0630
M-Connect and Magento
E-Commerce is cheaper and easier
than you think by using Magento and
M-Connect. With seamless NAV B2B
and B2C integrations M-Connect and
Magento provide customer self-service
and streamline internal operations.
Nodus Technologies, Inc.
http://www.nodus.com/estore_
solution_stack.html • 909-482-4701
eStore Solution Stack
with PayFabric
Go beyond a shopping cart with a
feature-rich, automated and fully integrated
ecommerce solution. Securely
take orders from our PCI certified B2B,
B2C, and sales portal web site with attractive
responsive web design.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
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Sana Commerce
http://www.sana-commerce.com
646-362-0432
Sana Commerce
Truly integrated B2B e-commerce
that leverages existing ERP business
logic to deliver a rich product catalog
& automate web orders.
Thomson Reuters
http://tax.thomsonreuters.com/DynamicsTax
888-885-0206
Sales Tax Automation for
Microsoft Dynamics
Thomson Reuters ONESOURCE Indirect
Tax is a cloud-based sales and use
calculation, document management,
filing and remittance solution that
integrates with Microsoft Dynamics to
simplify the sales tax process.
Vertex SMB
http://www.VertexSMB.com/TheList
855-221-5885
Vertex SMB
Sales & use tax automation with payas-you-go
pricing and PDF returns.
EDI
AIM Computer Solutions, Inc.
http://www.aimcom.com • 586-439-0300
AIM Vision AutoSys
EDI, AIAG barcode labels, Demand Mgmt,
Release Acctg., MMOG-LE/TS16949.
Business Systems Integrators
http://www.BusinessSysInteg.com
866-871-2097
EDI
BSI provides superior EDI solutions
for AX & GP, both on-premise & SaaS.
Data Masons Software
http://www.datamasons.com/thelist
866-575-1631
Vantage Point EDI for
Dynamics
EDI Made Simple for Dynamics: ERP
integration without customization.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
ACE - Advanced
Commerce ERP
EDI, ASN, Shipping, Carrier Manifest,
Labels, Barcoding, TP Compliance,
WMS, Forecasting & Replenishment.
Best of breed built inside NAV replacing
7 disparate solutions. Seamless
simplicity. 110,000+ users worldwide.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
EDI VAN
Let Lanham be your one stop for EDI.
Van, maps, managed services. We won’t
lock you in. Full function, fair price.
Lower cost of ownership.
Lanham Associates®
http://www.lanhamservices.com
678-999-3900
Managed EDI Services
Did you know Lanham Services offers
Managed EDI Services? Management of
day-to-day EDI tasks & error resolution.
A true turn-key EDI solution.
RedTail Solutions
http://www.redtailsolutions.com
508-983-1900
RedTail EDI
Freedom to Do Business: Stick to what
you do best - our cloud service manages
your EDI. Integrated with ERP/WMS/3PL
systems. Lowest total cost.
Electronic Document
Delivery (Email)/Faxing
ACOM Solutions, Inc.
http://www.acom.com/solutions/msdynamics-gpgreat-plains/
• 800-699-5758
Integrated Document
Management and
Process Automation
Automatically capture, route, deliver,
archive and securely access information
directly from Dynamics GP screens and
via Web Browser.
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Datahaven for Dynamics
http://www.datahaven4dynamics.com
757-222-2000
Datahaven for Dynamics
Datahaven is the only scanning, OCR,
and workflow solution natively embedded–not
simply integrated–throughout
the Microsoft Dynamics user experience
and available to non-Dynamics users
from Microsoft Outlook.
Electronic Signatures
AssureSign LLC
http://www.assuresign.com • 407-670-0400
AssureSign Electronic
Signature Software
Integrated cloud or on-premise enterprise
class Electronic Signatures.
Exchange Rates
Olympic Systems, Inc.
http://www.projectcost.net
206-547-5777 ext. 119
NEW: Exchange Rate Import
The Exchange Rate Import tool is an
essential extension to the Currency
Management Module for Microsoft
Dynamics GP. This unattended, automated
one-step process directly
updates rates to GP Currency Tables.
Expense Solutions
Ariett
http://www.ariett.com • 781-826-1120
Cloud Expense Reporting Solution
with Corporate Credit Cards, Travel
Approval, Receipt Capture and
Mileage Calculator on Any Device
Empowers employees to submit expenses
on the go & stay within policy.
DynamicPoint
http://www.dynamicpoint.com • 844-396-7647
SharePoint Expense
Reimbursement Solution
Exclusively for Microsoft Dynamics
Streamline employee expense reimbursement
with seamless integration
to Dynamics. Out of the box integration
with Budgeting, Credit Cards, Google
Maps, Project Accounting, Analytical
Accounting & More!
eRequester by Paperless Business
Systems
http://spendwise.ly/eRequester-EM
206-256-0771 ext. 123
eRequester | EM
Use eRequester Travel & Expense
Management to automate and expedite
expense processing. Improve visibility
over discretionary spending.
ImageTag, Inc.
http://www.kwiktag.com • 888-KWIK-TAG
KwikExpense
KwikExpense automates and accelerates
expense reporting, receipt capture and
the report approval process, while making
credit card reconciliation a breeze!
Joesoftware Inc.
http://www.joesoftware.com • 780-990-0220
Spencer
Easy, configurable, web-based expense
tracking system. Seamlessly
drive Payables or Project Accounting.
Credit card integration, workflow,
multi-currency, VAT support, electronic
receipts and more.
Nexonia
http://www.nexonia.com • 800-291-4829
Nexonia
Highly-configurable cloud-based expense
reports and timesheets solutions,
seamlessly integrated with MS Dynamics,
incl. VAT & multi-currency. With mobile
apps for iOS, Android, BlackBerry 10 &
Windows Mobile phones.
Olympic Systems, Inc.
http://www.mytimeandexpense.com
206-547-5777 ext. 119
NEW: my Time & Expense
My Time & Expense is a mobile app that
allows users to enter, track and submit
their time sheets and expense reports
via their smart phones.
Paramount WorkPlace
http://ParamountWorkPlace.com/solutions/
travel-and-expense/ • 800-725-4408
Paramount WorkPlace
Expense
Mobile Entry & Approvals, OCR, Google
Maps, Receipt Attachment, Rule Engine,
Credit Card & Banking Integration,
Real-Time Cash Advances, On-Account
Balance, Expense Split, GL Distribution,
Open Payment Sunshine Act.
Paramount WorkPlace
http://www.ParamountWorkPlace.com
800-725-4408
NEW: Paramount WorkPlace
Spend Management
Intuitive Web-based & Mobile Spend
Management Solutions. Requisition &
Procurement, and Expense solutions
that are easy for employees, effective for
management, powerful for accounting
ReQlogic
http://www.reqlogic.com • 734-302-2316
ReQlogic Expense
Management
ReQlogic’s Expense Management
module enables employees to enter
expense reports using a browser or
phone interface, or Import expense
transactions from a bank or credit card
account. Real time integration.
Field Service Management
FieldConnect, Inc.
http://www.fieldconnect.com • 949-428-1540
FieldConnect Mobile
Workforce Solutions
FieldConnect is an end-to-end solution
for workforce mobilization. Electronic
work orders & timesheets, dispatch
software, and customer portals are
directly integrated with Microsoft
Dynamics for maximum efficiency.
HORIZONTAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
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HORIZONTAL
Shining Brow Software
http://Shiningbrow.com • 414-258-3400
The Service Manager
Solution for field service organizations
that install, service, and maintain equipment.
Track customers, equipment,
contract data and service history.
Schedule work & integrate your field
staff with our Mobile client .
WithoutWire
http://www.withoutwire.com • 612-343-0404
WithoutWire TM Field Service
Field Service WMS Barcode mobile
phone tablet lot serial tracked inventory
Job Work Order part return depot tech
install telecom oilfield inspect
Financial Services
BlackLine
https://www.blackline.com/financecontrols-and-automation
• 818-223-9008
BlackLine
BlackLine's Finance Automation and
Controls platform integrates with and
complements Microsoft Dynamics (GP,
AX, NAV) and enables fast growing
companies to close the gaps left in
financial close accounting processes.
ICAN Software Corporation
http://www.icansoftware.com • 253-777-0708
Investment Assets
Unrealized and realized gains/losses,
amortization, interest accruals, track
portfolios and percent of ownership
by multiple entities.
Nexonia
http://www.nexonia.com • 800-291-4829
Nexonia
Highly-configurable cloud-based expense
reports and timesheets solutions,
seamlessly integrated with MS Dynamics,
incl. VAT & multi-currency. With mobile
apps for iOS, Android, BlackBerry 10 &
Windows Mobile phones.
Fixed Assets
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP for Fixed Assets
Bar Code data capture extending GP
Fixed Asset module to manage assets.
General Ledger
Corporate Renaissance Group
http://www.crgroup.com/reformatter
613-232-4295
CRG Re-Formatter
CRG Re-Formatter is the only tool
currently available to help companies
quickly & easily modify the account
framework of Microsoft Dynamics GP
after the initial installation.
Emergence
http://www.emergencecorp.com • 441-295-0913
NEW: Advanced Account Control
for Microsoft Dynamics GP
Easily manage large multi-segmented
charts of accounts. AAC allows rule
based management of valid account
numbers & segment combinations.
Includes enhanced account lookup, auto
account roll-out & account replication.
Sikich
http://www.ExcelIntegrator.com • 260-485-0665
Infinia Integrator GL
Copy-Paste-Import single or multiple
journal entries from Excel to Dynamics.
Sikich
http://www.ExcelIntegrator.com • 260-485-0665
Infinia Integrator GL, AR, AP for AA
Copy-Paste-Import transactions with
AA codes from Excel to Dynamics.
HR Management
Corporate Renaissance Group
http://www.employee-performance.com
877-711-0367
CRG emPerform
Award-winning employee performance
management for Microsoft Dynamics GP
& AX. Online performance reviews, 360°
assessments, goal management, succession
planning, pay-for-performance,
reporting & social feedback.
Elevate HR, Inc.
http://elevate-hr.com/solutions/
877-968-4440
Elevate HR Extensions
for AX HCM
HCM Process Wizards, Approval Flow,
Benefits Admin, Global Payroll, etc.
Greenshades Software
http://www.greenshades.com
888-255-3815 ext. 2
Greenshades Online
Employee Services
Streamline your HR processes. Our
Employee Services module makes benefit
sign-up easy and our web based portal
eliminates the need to print employee
documents and paystubs.
Greenshades Software
http://www.greenshades.com/landing-aca.
php?source=TheList • 888-255-3815 ext. 2
Affordable Care Act
From tracking eligibility and enrollment
requirements to producing and
filing 1095-C returns, Greenshades
has Affordable Care Act requirements
under control. Request a demo today
and take the pain out of ACA.
ImageTag, Inc.
http://www.kwiktag.com • 888-KWIK-TAG
KwikTag KwikApps
KwikApps automate any document,
any department and any process with
ONE SYSTEM that integrates directly
with your Dynamics ERP.
Integrity Data
http://www.integrity-data.com
217-732-3737 ext. 0203
Comprehensive HR & Payroll
Solutions for Dynamics GP
Creating great Dynamics® GP HR &
Payroll experiences by offering solid
solutions: reliable software, top-notch
support and expert services - making
your payroll system work exactly the
way you want and need it to!
JAT Computer Consulting, Inc.
http://www.jatnet.com/JPI.htm
888-525-8874 ext. 462
JAT Payroll Interface (JPI)
JPI is a bi-directional integration linking
GP HRM and ADP payroll.
JAT Computer Consulting, Inc.
http://www.jatnet.com/JBC.htm
888-525-8874 ext. 462
JAT Benefits Connect (JBC)
JBC communicates enrollment data
to carriers and insurance providers.
Human Resource
Applicant Tracking System
Elevate HR, Inc.
http://elevate-hr.com/solutions/
877-968-4440
Elevate HR Extensions
for AX HCM
HCM Process Wizards, Approval Flow,
Benefits Admin, Global Payroll, etc.
Dynamics ATS
http://www.DynamicsATS.com • 855-726-6661
Applicant Tracking System for
Microsoft Dynamics CRM
Quickly locate and attract talent, improve
candidate experience, collaborate, make
better decisions, efficiently manage
the entire talent acquisition process &
generate insightful reporting.
Inter-company
Processing
Binary Stream
http://www.binarystream.com/GP-MEM
604-522-6300
Multi-Entity Management
(MEM)
Eliminate the need for creating manual
intercompany journal entries. Operate
from one database by consolidating
multiple entities to one.
Corporate Renaissance Group
http://www.crgroup.com/combiner
613-232-4295
Company Combiner
Trying to manage multiple companies
in Dynamics GP? Easily combine company
databases into one single entity
for easier maintenance, reduced risk,
greater efficiencies, and improved
reporting with CRG Company Combiner
Sikich
http://www.ExcelIntegrator.com • 260-485-0665
Infinia Integrator MEM
Copy & paste GP intercompany transactions
or Binary Stream MEM from
Excel to GP.
Inventory Enhancement
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
QualityCount
Provides the most robust and complete
physical inventory functionality.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
Advanced BOM
Ability to associate sale order/assembly
& purchase order/assembly and
disassembly.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
NEW: Disassembly BOM
Disassemble finished goods and return
component items back to inventory.
Additional components used may also
be deducted from inventory.
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP Field
Sales & Inventory
Extend GP to capture sales transactions
at the point of activity.
Inventory Management
ASC Software
http://www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable WMS for
Distribution, Manufacturing & 3PL
operations. Over 25 years of features
& functions built-in.
eNSYNC Solutions, Inc.
http://www.ScanWorkX.com • 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mobile
device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.
FASCOR
http://www.fascor.com • 513-421-1777 ext. 103
NEW: FASCOR WMS
Warehouse management systems
providing tier 1 functionality for SMB
businesses. Industry leading Dynamics
GP integration offers rapid deployment,
seamless integration and real ROI.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
AFP (Advanced Forecasting
and Procurement) for
Manufacturing
Forecasts inventory items as components
or finished goods. Gain control.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
AFP (Advanced Forecasting and
Procurement) for Distribution
Best fit forecasting & multi-site replenishment
with collaboration, promotions,
drill-down & multiple rollup views.
Unprecedented visibility.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
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Job Costing
Payables Enhancement
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP for
Inventory Management
Add an integrated bar code solution
and turn GP into your WMS for inventory
management. An easy to install
solution with robust features.
Invoicing Enhancement
AvidXchange, Inc.
http://www.avidxchange.com/landing/
microsoftdynamics • 800-560-9305
End-to-End AP Automation
Streamline invoice capture, intelligently
route approvals and facilitate 100% of
payments in 45 days or less...guaranteed.
DynamicPoint
http://www.dynamicpoint.com/products/
invoice_automation.aspx • 844-396-7655
SharePoint Invoice Automation
Solution Exclusively for
Microsoft Dynamics
Streamline Invoice/AP Processing with
seamless integration to Dynamics GP
& NAV. Out of the box integration with
Budgeting, Jobs, Project Accounting,
Analytical Accounting & More!
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 2336
Subscription Billing (formerly
called Recurring Contract Billing)
Automates & manages cyclical & subscription
based billings by generating
invoices, quotes or orders in GP SOP
based on the billing date & billing
frequency assigned to the customer
contract line item.
k-eCommerce
http://www.k-eCommerce.com
855-k-eCommerce
Online Bill Pay Bundle
View, print and pay invoices by ACH or
credit card securely from a website with
real time fund recognition.
Nodus Technologies, Inc.
http://www.nodus.com/epay_advantage.html
909-482-4701
ePay Advantage with PayFabric
Automate A/R, improve cash flow, and
provide security and convenience to
your customers with an online bill pay
portal. Optional recurring/subscription
billing, AutoPay, payment plans and
remote order entry.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Trade and Pricing
Adv Trade extends pricing capabilities
to include complex pricing structures,
extends billing, billing schedules and
revenue recognition of complex transactions.
Contracts can be generated and
managed easily.
JOVACO Solutions Inc.
http://www.jovaco.com • 888-988-3535 ext. 122
JOVACO Project Suite
Project accounting for professional service
firms to manage projects through
web-based time & expense and resource
mgmt modules. Top features: extensive
reporting, multi-company & interdepartmental
capabilities.
Olympic Systems, Inc.
http://projectcost.net • 206-547-5777 ext. 119
NEW: Project Cost
A full featured Project Accounting
solution integrated to AP, AR, IV, PO,
SoP, Payroll & G/L. Complete with options
for Web & Mobile Time & Expense
entry, Manager Approvals, Credit Card
Expense Management.
Labeling
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
E-Ship Label Formatter
Formats customized and carrier labels
inside the shipping system.
Loans Management
Binary Stream
http://www.binarystream.com
604-522-6300 Ext: 141
Investment Management
Portfolio and Wealth Management.
Effectively manage your portfolio,
improve financial management and
gain greater visibility into your investments
with Investment Management.
Manufacturing
Enhancement
eNSYNC Solutions, Inc.
http://www.ScanWorkX.com • 913-647-8640
ScanWorkX for Dynamics AX
Extend Dynamics AX to nearly any mobile
device. More than 75 standard DAX
functions with and without barcoding.
Custom transactions available.
Horizons International
http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Management System integrates
to all Dynamics products. Used in
chemicals, food and other regulated
industries. Control layouts for certificates
of analysis, comply with ISO standards,
manage lot holds.
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 1
MO Generator
MO Gen integrates external Mfg systems
into GP Mfg. Creates, schedules,
and releases MO's. Builds pick lists and
receives and posts MO receipts
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 1
Manufacturing PowerPack
A suite of enhancements for GP
Manufacturing. Tighter integration
and added functionality between GP
Core Modules and Manufacturing.
Mobility
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP Field
Sales & Inventory
Extend GP to capture sales transactions
at the point of activity.
Multi-Entity Management
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Master Data Centralization
For Dynamics AX
Arbela's Master Data Centralization
for Dynamics AX manages product,
customer, vendor, employees, and
COA master data and their fields across
multiple companies for better shared
services. Gain from our experience!
Binary Stream
http://www.binarystream.com/GP-MEM
604-522-6300
Multi-Entity Management
(MEM)
MEM allows you to easily allocate dueto/due-from
transactions across ALL
entities saving you time and eliminating
redundant processes. Easily view
your entire business operations and
drilldown to specific entities.
Emergence
http://www.emergencecorp.com • 441-295-0913
NEW: Advanced Account Control
for Microsoft Dynamics GP
Easily manage large multi-segmented
charts of accounts. AAC allows rule
based management of valid account
numbers & segment combinations.
Includes enhanced account lookup, auto
account roll-out & account replication.
Occupational Health &
Safety
Joesoftware Inc.
http://www.joesoftware.com • 780-990-0220
Marshal
Comprehensive QHSE application.
Incident management, employee
safety data, training/certifications,
jobsite hazard assessments, procedure
automation and more. OHSA COR PIR
compliant.
ACOM Solutions, Inc.
http://www.acom.com/solutions/msdynamics-gpgreat-plains/
• 800-699-5758
Automated Payables,
Sale Order Processing &
Document Management
Designed for Dynamics GP
Securely manage the capture, workflow,
& storage of invoices, documents &
all vital business information. 3-way
matching, live accrual reporting & the
ability to complete transactions directly
from workflows.
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Ariett
http://www.ariett.com • 781-826-1120
Cloud AP Invoice Solution with
Document Automation, Budget
Checking, GL Distributions,
Intercompany, Tax Allocations,
Multicurrency and 1099
One-step, paperless AP processing
with approval workflow, on any device.
AvidXchange, Inc.
http://www.avidxchange.com/landing/
microsoftdynamics • 800-560-9305
End-to-End AP Automation
Streamline invoice capture, intelligently
route approvals and facilitate 100% of
payments in 45 days or less...guaranteed.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
NEW: Enhanced Voucher Selection
Provides a robust method for voucher
selection in Payables Management.
DocuPhase
http://www.DocuPhase.com
727-441-8228 ext. 626
DocuPhase
DocuPhase is a powerful business process
automation, document management,
intelligent capture, analytics, and web
forms platform. We provide packaged
AP, Purchase Requisition, time/expense
processes and more.
DynamicPoint
http://www.dynamicpoint.com/ • 844-396-7654
SharePoint Accounts Payable
Automation Solution Exclusively
for Microsoft Dynamics
Streamline Invoice/AP Processing with
seamless integration to Dynamics GP
& NAV. Out of the box integration with
Budgeting, Jobs, Project Accounting,
Analytical Accounting & More!
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Esker Inc
http://www.esker.com • 800-368-5283
Document Process Automation
Addressing processes like accounts
payable, accounts receivable, and sales
order processing, Esker solutions enable
companies to automate the reception,
processing and sending of documents
with one platform.
ICAN Software Corporation
http://www.icansoftware.com
253-777-0708 ext. 112
Mass Apply Payables
Mass Apply Payables automates the
process of applying payments and
credit memos against AP vouchers. It
also is an integration tool for importing
vendors, vouchers/credit memos,
manual payments, and the apply info.
ImageTag, Inc.
http://www.kwiktag.com • 888-KWIK-TAG
KwikPayables
KwikPayables automates the process
of invoice transactions being captured,
coded, routed, approved, stored and
audited.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
KTL FastAP
Brings distribution window and payment
terms directly to the 1st screen.
MHC Software, Inc.
http://www.mhcsoftwareinc.com
952-882-3341
Electronic Payment Notifications
Email and/or fax remittance advices
to vendors rather than printing and
mailing. System also can be used for
employee reimbursements. Huge cost
and time savings. Fast ROI.
ReQlogic
http://www.reqlogic.com • 734-302-2316
ReQlogic
ReQlogic is a browser-based employee
productivity suite providing solutions
for eProcurement, requisitions, vendor
invoices, time & expense, and advanced
workflow.
Trans-Micro, Inc.
http://www.checkfactory.com • 800-749-2335
Check Factory Visual Series
v5 for Dynamics GP and SL
MICR check and forms printing software
solution with automatic signatures on
checks. Designed to replace the need
to purchase pre-printed checks and
forms. Check Factory works inside
Dynamics GP and SL.
Payroll Enhancement
Aatrix Software, Inc.
http://www.aatrix.com/dynamics
800-426-0854 ext. 175
Aatrix State and Federal
Payroll Reports
Complete eFiling and plain paper printing
W-2 & 1099 solution. Unemployment,
withholding, & new hire reports for all
50 states are completed automatically
from your Microsoft Dynamics GP payroll
data ready to eFile.
Elevate HR, Inc.
http://elevate-hr.com/solutions/
877-968-4440
Elevate HR Extensions
for AX HCM
HCM Process Wizards, Approval Flow,
Benefits Admin, Global Payroll, etc.
Greenshades Software
http://www.greenshades.com
888-255-3815 ext. 2
Greenshades Year-End Forms
Electronic distribution, print to blank
paper, and fully automated mailing
services help thousands of Greenshades
clients create, distribute and electronically
file their 1099, W-2 and 1095-C forms.
Greenshades Software
http://www.Greenshades.com
888-255-3815 ext. 2
Greenshades Payroll Tax Service
Let us handle the hassle of your payroll
tax filings. Greenshades helps facilitate
payroll tax returns, deadline management,
tax payments, and other reporting
requirements.
Integrity Data
http://www.integrity-data.com
217-732-3737 ext. 0203
Comprehensive HR & Payroll
Solutions for Dynamics GP
Creating great Dynamics® GP HR &
Payroll experiences by offering solid
solutions: reliable software, top-notch
support and expert services - making
your payroll system work exactly the
way you want and need it to!
JAT Computer Consulting, Inc.
http://www.jatnet.com/JPI.htm
888-525-8874 ext. 462
JAT Payroll Interface (JPI)
JPI is a bi-directional integration linking
GP HRM and ADP payroll.
Joesoftware Inc.
http://www.joesoftware.com • 780-990-0220
Payroll Toolbox
Over 50 add-ons to enhance CDN and
US Payroll; multi-batch processing,
vacation audit and more.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
KTL PR Security
Allows you to restrict access to employee
info based off of user ID.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
PayStub Viewer
A web-based app that provides employees
online access to their pay stubs.
Employees can be notified through
email when their pay stub is available
online. Configuration tool allows control
to information.
MHC Software, Inc.
http://www.mhcsoftwareinc.com
952-882-3341
Electronic Direct Deposit Delivery
Email direct deposits to employees rather
than printing/distributing. Password
protected PDF attachments are emailed
to employee. Fast ROI.
Sikich
http://www.ExcelIntegrator.com • 260-485-0665
Infinia Integrator PR
Allow users to Copy-Paste-Import
Payroll trans from Excel to Dynamics.
Portals
The Portal Connector
http://www.crmportalconnector.com/
705-726-2966
The Portal Connector
for Dynamics CRM
It’s easy to use and does not require
developers to implement or manage.
Just drag and drop to build scalable,
secure Portal Solutions!
Procurement Management
Ariett
http://www.ariett.com • 781-826-1120
Cloud Requisition, PO, Invoice
and Contract Solution with
Catalogs, cXML Punch-out and
Budget Checking on Any Device
Empowers employees to generate
savings from any phone/tablet/laptop.
DynamicPoint
http://www.dynamicpoint.com • 844-396-7653
SharePoint Procurement
Management Solution Exclusively
for Microsoft Dynamics
Streamline procurement processing
with seamless integration to Dynamics
GP & NAV. Out of the box integration
with Budgeting, Receiving, Jobs, Project
Accounting, Analytical Accounting
& More!
eRequester by Paperless Business
Systems
http://spendwise.ly/eRequestereProcurement
• 206-256-0771 ext. 123
eRequester
eRequester e-procurement is top rated
for ease-of-use & time-to-value. Top
features: Approval Workflow Engine, PO,
RFQ, Punchout, Inventory, & Expense
Management. Trusted for over 16 years.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
AFP (Advanced Forecasting and
Procurement) for Distribution
Best fit forecasting & multi-site replenishment
with collaboration, promotions,
drill-down & multiple rollup views.
Unprecedented visibility.
Sikich
http://www.ExcelIntegrator.com • 260-485-0665
Infinia Integrator AP
Allow users to Copy-Paste-Import AP
transactions from Excel to Dynamics.
Integrity Data
http://www.integrity-data.com/software/
aca-compliance/ • 888-786-6162
Integrity Data ACA
Compliance Solution
A 360° reporting & tracking engine that
makes ACA compliance a non-issue.
Automatically tracks eligibility, tests
affordability, and generates, prints and
e-files Form 1095-C/ 1094-C.
DynamicPoint
http://www.dynamicpoint.com • 844-396-7647
Employee, Vendor & Customer
Portals Integrated with
Microsoft Dynamics
Extend crucial Microsoft Dynamics
data with custom SharePoint Portals.
Greenshades Software
http://www.greenshades.com
888-255-3815 ext. 2
Greenshades Online
Employee Services
Streamline your HR processes. Our
Employee Services module makes benefit
sign-up easy and our web based portal
eliminates the need to print employee
documents and paystubs.
Paramount WorkPlace
http://www.ParamountWorkPlace.com
800-725-4408
Paramount WorkPlace Requisition
& Procurement
Requisition, PunchOut, Check Request,
Budget Compliance, RFQ, PO Generation,
Receiving, Invoice Matching & Vendor
Contract Compliance, Robust Approvals
Engine.
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Paramount WorkPlace
http://www.ParamountWorkPlace.com
800-725-4408
NEW: Paramount WorkPlace
Spend Management
Intuitive Web-based & Mobile Spend
Management Solutions. Requisition &
Procurement, and Expense solutions
that are easy for employees, effective for
management, powerful for accounting
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Purchase Rebates
Purchase Rebates tracks your rebates
receivable. Rebates can be triggered
and calculated on many criteria. Rebates
can be calculated per invoice or over
time. Promotional rebates can be
calculated as well.
ReQlogic
http://www.reqlogic.com • 734-302-2316
ReQlogic
ReQlogic is a browser-based employee
productivity suite providing solutions
for eProcurement, requisitions, vendor
invoices, time & expense, and advanced
workflow.
Product Lifecycle
Management
QBD Systems
http://www.qbdsys.com • 800-743-9003
Universal PLM Integration
Integration w/ PLM s/w incl. Agile,
Arena, Aras, Solidworks EPDM & more.
Sable37
http://www.sable37.com/ax-add-ons/
336-207-6800
Product Lifecycle Management
Wizards/templates manage Item creation
in AX. Workflow controls activities.
Advanced Item inquiry, Item creation
templates, Catalog creation. Costing
sheet – determine feasibility, pricing,
margin review.
Project Accounting
Business Computers
Software, Inc.
http://www.business-computers.com
303-494-9390
Time Matrix
Time Clock that integrates with Dynamics
GP PR, HR, PA, & Manufacturing.
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 2336
Project Tracking with
Advanced Analytics
Creates a seamless connection between
a company’s financial transactions &
project revenue & expenses. Easily
assign project info. from within GP at
the time of transaction entry.
Journyx
http://www.journyx.com • 800-755-9878
Journyx Inc.
Time and expense tracking and resource
management solution that enhances
Microsoft Dynamics project accounting
functionality with data validations,
multi-approval levels, accrual calculations
& more.
JOVACO Solutions Inc.
http://www.jovaco.com
888-988-3535 ext. 122
JOVACO Project Suite
Project accounting for professional service
firms to manage projects through
web-based time & expense and resource
mgmt modules. Top features: extensive
reporting, multi-company & interdepartmental
capabilities.
Olympic Systems, Inc.
http://projectcost.net • 206-547-5777 ext. 119
NEW: Project Cost
A full featured Project Accounting
solution integrated to AP, AR, IV, PO,
SoP, Payroll & G/L. Complete with options
for Web & Mobile Time & Expense
entry, Manager Approvals, Credit Card
Expense Management.
Purchase Order
Processing Enhancement
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
Container Management
Enter manifests, receive FOB, track
goods in transit.
DynamicPoint
http://www.dynamicpoint.com • 844-396-7652
SharePoint Requisition
Management Solution Exclusively
for Microsoft Dynamics
Streamline procurement processing
with seamless integration to Dynamics
GP & NAV. Out of the box integration
with Budgeting, Receiving, Jobs, Project
Accounting, Analytical Accounting
& More!
eRequester by Paperless Business
Systems
http://spendwise.ly/eRequester-PO
206-256-0771 ext. 123
eRequester | PO
Web requisitions, approvals, POs,
Punchout, budget tracking and more.
Powerful spend management tools for
improving efficiency & visibility.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
KTL SOP Advanced Distribution
Allows you to dynamically define where
each segment of the account comes
from either the customer, vendor item,
system, static, or payment terms.
Paramount WorkPlace
http://www.ParamountWorkPlace.com
800-725-4408
Paramount WorkPlace Requisition
& Procurement
Requisition, PunchOut, Check Request,
Budget Compliance, RFQ, PO Generation,
Receiving, Invoice Matching & Vendor
Contract Compliance, Robust Approvals
Engine.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Purchase Rebates
Purchase Rebates tracks your rebates
receivable. Rebates can be triggered
and calculated on many criteria. Rebates
can be calculated per invoice or over
time. Promotional rebates can be
calculated as well.
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 1
Blanket PO
Create a Blanket with multiple control
lines. Apply spending limits, allowable
items, and user security to each Blanket,
all with Blanket PO.
Quality Control
Horizons International
http://www.qualityessentialssuite.com
866-949-9504 ext. 811
Quality Essentials Suite
Quality Management System integrates
to all Dynamics products. Used in
chemicals, food and other regulated
industries. Control layouts for certificates
of analysis, comply with ISO standards,
manage lot holds.
Rebates
Sable37
http://www.sable37.com/ax-add-ons/
336-207-6800
Rebates, Royalties and Deductions
Complex customer rebates, vendor
rebates, royalties. Multiple concurrent
and overlapping rebate/royalty agreements
for the same vendor/customer;
dissimilar time periods for accrual and
claims. Product group rebates.
Receivables
Enhancement
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 2336
Subscription Billing (formerly
called Recurring Contract Billing)
Automates & manages cyclical & subscription
based billings by generating
invoices, quotes or orders in GP SOP
based on the billing date & billing
frequency assigned to the customer
contract line item.
ICAN Software Corporation
http://www.icansoftware.com • 253-777-0708
Mass Apply Receivables
Mass apply range of customers & dates
with specific apply or auto apply.
Nodus Technologies, Inc.
http://www.nodus.com/epay_advantage.html
909-482-4701
ePay Advantage with PayFabric
Automate A/R, improve cash flow, and
provide security and convenience to
your customers with an online bill pay
portal. Optional recurring/subscription
billing, AutoPay, payment plans and
remote order entry.
Sikich
http://www.ExcelIntegrator.com • 260-485-0665
Infinia Integrator AR
Allow users to Copy-Paste-Import AR
transactions from Excel to Dynamics.
Stanley Stuart Yoffee &
Hendrix, Inc.
http://www.ssyh.com/products/ssyh-add-ons/
ar-collections-manager/ • 407-660-0059
AR Collections Manager for
Microsoft Dynamics SL
Automates time-consuming collection
activities and improves cash flow.
Stanley Stuart Yoffee &
Hendrix, Inc.
http://www.ssyh.com/products/ssyh-addons/national-accounts/
• 407-660-0059
National Accounts for
Microsoft Dynamics SL
Easily track & apply payments for
customer parent/child relationships.
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Reconciliation
Adra
http://www.adra.com • +44 207 868 5171
ACCOUNTS TM Transaction
Matching Software
ACCOUNTS is a software solution that
replaces cumbersome spreadsheets
and error-prone manual reconciliations
with a rules driven, automated solution
for all types of transaction matching.
Adra
http://www.adra.com • +44 207 868 5171
BALANCER - Balance Sheet
Reconciliation Software
BALANCER allows you to replace cumbersome
spreadsheets and error-prone
manual tasks with a full real-time
overview of the entire balance sheet
reconciliation process. Free up time and
close faster with BALANCER.
Reporting
AIM Technologies
http://www.aim-technologies.com
888-234-0428
Cash Basis Reporting
A fully integrated cash basis reporting
module that allows real-time reporting
on both cash and accrual accounting
basis with no additional keystrokes.
CALUMO, Inc.
http://www.calumo.com • 214-387-6030
CALUMO - Reporting,
Budgeting & Forecasting
CALUMO is THE single tool for reporting,
budgeting & forecasting all Accountants
love. CALUMO combines web/mobile/
Excel/Word/PowerPoint to create &
distribute ad-hoc analysis, reports,
dashboards & planning templetes
deFacto Global, Inc.
http://www.deFactoGlobal.com
203-894-1789 ext. 221
deFacto Performance
Management
Premier “All-in-One” Dynamics Financial
& Operational Budgeting, Forecasting,
Consolidation, Analysis and Reporting,
Excel/Web-based. Powerful, Affordable.
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 2336
Advanced SmartList
Enhanced analysis of SmartList data.
Ad-hoc reports & queries on the fly.
Sort, filter & re-order columns easily.
Sum groups of info fast.
Flexible Solutions
http://www.GPReportsViewer.com
212-254-4112 ext. 1
GP Reports Viewer
Easily & quickly print/email Crystal/SRS/
Excel reports directly from Dynamics
GP. Replace existing GP reports, link
reports directly to GP and 3rd party
windows, pass parameters to reports
directly from fields in GP.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
Crystal Converter
Converts Crystal Reports to SQL reporting
services RDL.
Solver
http://www.solveglobal.com • 310-691-5300
Solver - BI360 Suite
Both Excel & Web-based Financial &
Operational Reporting, Budgeting,
Dashboards, & a pre-configured Data
Warehouse w/ direct integration to
Microsoft Dynamics.
Requisition Management
Paramount WorkPlace
http://www.ParamountWorkPlace.com
800-725-4408
Paramount WorkPlace Requisition
& Procurement
Requisition, PunchOut, Check Request,
Budget Compliance, RFQ, PO Generation,
Receiving, Invoice Matching & Vendor
Contract Compliance, Robust Approvals
Engine.
Paramount WorkPlace
http://www.ParamountWorkPlace.com
800-725-4408
NEW: Paramount WorkPlace
Spend Management
Intuitive Web-based & Mobile Spend
Management Solutions. Requisition &
Procurement, and Expense solutions
that are easy for employees, effective for
management, powerful for accounting
Royalty
Eclipse Computing, Inc
http://www.royaltyandrights.com
201-746-6255 ext. 201
Royalty and Rights Management
System for Dynamics GP
For managing intellectual property,
controls all phases of royalty accounting
including Contracts, Accruals, Payments
& Revenue Recognition.
EthoTech, Inc.
http://www.ethotech.com
678-384-7500 ext. 1
Commission Plan
Calculate, pay and track all variable compensation,
including Sales Commissions,
Bonuses, Royalties, Rebates and SPIFFS.
Effortlessly create and modify commission
plans, and then quickly distribute
reports by e-mail.
Sales Order Processing
Enhancement
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
SOP Auto Invoice
Adds automatic sales order transfer,
invoice printing & posting to SOP.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
NEW:Customer Consignments
Adds complete consignment processing
functionality to Dynamics GP Sales
Order Processing.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
NEW: Sales Configurator
Provides a complete 'assemble to order'
sales system.
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
Credit Card Payments,
powered by Vantiv
Provides credit card processing for Sales
Order Processing and Cash Receipts.
Seamlessly integrated with Vantiv
with no 3rd party gateways. Support
for pre-authorization, sale/capture,
adjust, void, and return.
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 2336
Subscription Billing (formerly
called Recurring Contract Billing)
Automates & manages cyclical & subscription
based billings by generating
invoices, quotes or orders in GP SOP
based on the billing date & billing
frequency assigned to the customer
contract line item.
Flexible Solutions
http://www.GPReportsViewer.com
212-254-4112 ext. 1
GP Reports Viewer
Replace SOP and POP documents with
Crystal or SSRS reports. Email SOP and
POP documents in PDF using all native
Dynamics GP setup.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
KTL SOP Advanced Distribution
Allows you to dynamically define where
each segment of the account comes
from either the customer, vendor item,
system, static, or payment terms.
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP Field
Sales & Inventory
Extend GP to capture sales transactions
at the point of activity.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Trade and Pricing
Adv Trade extends pricing capabilities
to include complex pricing structures,
extends billing, billing schedules and
revenue recognition of complex transactions.
Contracts can be generated and
managed easily.
Sales Tax
Thomson Reuters
http://tax.thomsonreuters.com/DynamicsTax
888-885-0206
Sales Tax Automation for
Microsoft Dynamics
Thomson Reuters ONESOURCE Indirect
Tax is a cloud-based sales and use
calculation, document management,
filing and remittance solution that
integrates with Microsoft Dynamics to
simplify the sales tax process.
Vertex SMB
http://www.VertexSMB.com/TheList
855-221-5885
Vertex SMB
Sales & use tax automation with payas-you-go
pricing and PDF returns.
Security
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Security Manager
Arbela Security Manager addresses
security creation & mgmt, risk & compliancy
requirements, & audit preparation
with inquires & reports. Focus on your
business not your technology needs.
Gain from our experience!
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
KTL PR Security
Allows you to restrict access to employee
info based off of user ID.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
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Mergetool.com
http://www.mergetool.com/easysecurity.html
678-666-2100
NAV Easy Security from
Mergetool.com
Complete security solution for NAV.
Permission Recorder, SOX compliant
permission sets verified for Segregation
of Duties. Field Level and Data Security
– hide fields, actions and pages, limit
data users can see.
Shipping/Manifesting
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Master Data Centralization
For Dynamics AX
Arbela's Master Data Centralization
for Dynamics AX manages product,
customer, vendor, employees, and
COA master data and their fields across
multiple companies for better shared
services. Gain from our experience!
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
Pack and Ship, powered
by ShipRush
Provides improved workflow for your
packing station and seamless integration
for UPS, FedEx and USPS. Powered
by ShipRush (by Z-Firm), this module
provides a rich, common user interface
across all three carriers.
ChargeLogic
http://www.chargelogic.com • 877-292-2520
ChargeLogic Shipping
Intelligent, easy shipping for NAV.
Accurate rate quotes and tracking.
FASCOR
http://www.fascor.com • 513-421-1777 ext. 103
NEW: FASCOR TMS
TMS is an integrated solution for small
parcel & LTL shipping. Carrier Certified
for UPS, FedEx, USPS (Endicia), LTL
& other carriers. Feature rich & user
configurable / multiple integration
options including Dyn GP.
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
E-Ship
Seamlessly simple shipping built inside
NAV. Ship from sales order thru manifest.
Carriers, packing, labeling, intl, BOL,
LTL. Automatic ASNs.
Supply Chain Management
Arbela Technologies
http://www.arbelatech.com • 949-291-4777
Arbela Technologies
Our specialties can align with all your
industry-specific and evolving business
needs. With minimum customizations,
we tailor AX and CRM to effectively
reduce costs and improve efficiency.
Gain from our experience!
ASC Software
http://www.ascsoftware.com • 937-429-1428
ASCTrac
Award winning, scalable WMS for
Distribution, Manufacturing & 3PL
operations. Over 25 years of features
& functions built-in.
Blue Horseshoe
http://www.bhsolutions.com • 317-573-2583
Supply Chain Suite for
Dynamics AX
Gold Certified ERP Partner providing
Tier-1 end-to-end implementation
services as well as Industry Leading
software to fully optimize your Supply
Chain. See what's new in the Supply
Chain Suite for Dynamics AX.
Data Masons Software
http://www.datamasons.com/thelist
866-575-1631
Vantage Point EDI for
Dynamics
EDI Made Simple for Dynamics: ERP
integration without customization.
FASCOR
http://www.fascor.com • 513-421-1777 ext. 103
NEW: FASCOR WMS
Warehouse management systems
providing tier 1 functionality for SMB
businesses. Industry leading Dynamics
GP integration offers rapid deployment,
seamless integration and real ROI.
Halo BI
http://www.halobi.com • 888-300-0219
Halo BI
Analytics and BI platform for self-service
supply chain planning and data discovery.
Enterprise scaled, rapidly implemented,
data secured. Analyze, decide and plan
faster than ever before. See demo live
on halobi.com
Lanham Associates®
http://www.lanhamassoc.com
678-379-4200 ext. 105
Supply Chain Solutions
Seamlessly simple Shipping, Inventory
Management, WMS, & EDI Compliance.
Best of Breed built inside NAV. More than
110,000+ users worldwide.
Panatrack, Inc.
http://www.panatrack.com • 262-361-4950
PanatrackerGP for
Inventory Management
Add an integrated bar code solution
and turn GP into your WMS for inventory
management. An easy to install
solution with robust features.
Sable37
http://www.sable37.com/ax-add-ons/
336-207-6800
Inbound Transportation
Management & Landed Cost
Inbound shipment status, Multiple/Part
PO/Multi Vendor shipments. Transfer
Orders, all AX costing methods, Receiving
by container, Multiple cost calc and
allocation methods, Multi-modal,
Complex routing.
Sable37
http://www.sable37.com/ax-add-ons/
336-207-6800
Demand Forecaster
Create an initial Statistical best fit Forecast
from AX sales data or imported data.
Create collaborative Demand Plan with
top-down or bottom up adjustments.
Stores multiple Forecasts. Feed into
AX-MRP
System Enhancement
Encore Business Solutions
http://www.encorebusiness.com
888-898-4330 ext. 2336
Advanced SmartList
Enhanced analysis of SmartList data.
Ad-hoc reports & queries on the fly.
Sort, filter & re-order columns easily.
Sum groups of info fast.
WilloWare, Inc.
http://www.willoware.com • 888-339-4556 ext. 1
Dynamics GP PowerPack
Over 90 Enhancements to GP, based
upon customer requests. Enhances
virtually every part of the GP System.
Make GP more intuitive, easier to use!
Tax
Avalara, Inc.
http://www.info.avalara.com/TheList
877-780-4848
Avalara for Sales Tax
Automation
Automate and eliminate the complexity
of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certificate
management, filing and remittance
solution for Microsoft Dynamics.
Greenshades Software
http://www.greenshades.com
888-255-3815 ext. 2
Greenshades Year-End Forms
Electronic distribution, print to blank
paper, and fully automated mailing
services help thousands of Greenshades
clients create, distribute and electronically
file their 1099, W-2 and 1095-C forms.
Greenshades Software
http://www.Greenshades.com
888-255-3815 ext. 2
Greenshades Payroll Tax Service
Let us handle the hassle of your payroll
tax filings. Greenshades helps facilitate
payroll tax returns, deadline management,
tax payments, and other reporting
requirements.
Kamp-Data, Inc.
http://www.kampdata.com • 406-404-2036
DynamicZip
Manage & report nationwide sales and
use taxes from within GP.
Thomson Reuters
http://tax.thomsonreuters.com/DynamicsTax
888-885-0206
Sales Tax Automation for
Microsoft Dynamics
Thomson Reuters ONESOURCE Indirect
Tax is a cloud-based sales and use
calculation, document management,
filing and remittance solution that
integrates with Microsoft Dynamics to
simplify the sales tax process.
Vertex SMB
http://www.VertexSMB.com/TheList
855-221-5885
Vertex SMB
Sales & use tax automation with payas-you-go
pricing and PDF returns.
Time and Attendance
Business Computers
Software, Inc.
http://www.business-computers.com
303-494-9390
Time Matrix
Time Clock that integrates with Dynamics
GP PR, HR, PA, & Manufacturing.
Joesoftware Inc.
http://www.joesoftware.com • 780-990-0220
Penny
Web-based timesheets, employee/
manager self-service for CAD payroll.
Journyx
http://www.journyx.com • 800-755-9878
Journyx Inc.
Time and expense tracking and resource
management solution that enhances
Microsoft Dynamics project accounting
functionality with data validations,
multi-approval levels, accrual calculations
& more.
HORIZONTAL
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SUMMER 2016 71

HORIZONTAL
JOVACO Solutions Inc.
http://www.jovaco.com • 888-988-3535 ext. 122
JOVACO Project Suite
Project accounting for professional service
firms to manage projects through
web-based time & expense and resource
mgmt modules. Top features: extensive
reporting, multi-company & interdepartmental
capabilities.
Olympic Systems, Inc.
http://www.mytimeandexpense.com
206-547-5777 ext. 119
NEW: my Time & Expense
My Time & Expense is a mobile app that
allows users to enter, track and submit
their time sheets and expense reports
via their smart phones.
Travel Expense
Management
DynamicPoint
http://www.dynamicpoint.com • 844-396-7650
SharePoint Expense
Reimbursement Solution
Exclusively for Microsoft Dynamics
Streamline employee expense reimbursement
with seamless integration
to Dynamics. Out of the box integration
with Budgeting, Credit Cards, Google
Maps, Project Accounting, Analytical
Accounting & More!
ImageTag, Inc.
http://www.kwiktag.com • 888-KWIK-TAG
KwikExpense
KwikExpense automates and accelerates
expense reporting, receipt capture and
the report approval process, while making
credit card reconciliation a breeze!
Nexonia
http://www.nexonia.com • 800-291-4829
Nexonia
Highly-configurable cloud-based expense
reports and timesheets solutions,
seamlessly integrated with MS Dynamics,
incl. VAT & multi-currency. With mobile
apps for iOS, Android, BlackBerry 10 &
Windows Mobile phones.
Olympic Systems, Inc.
http://www.mytimeandexpense.com
206-547-5777 ext. 119
NEW: my Time & Expense
My Time & Expense is a mobile app that
allows users to enter, track and submit
their time sheets and expense reports
via their smart phones.
Olympic Systems, Inc.
http://projectcost.net • 206-547-5777 ext. 119
NEW: Project Cost
A full featured Project Accounting
solution integrated to AP, AR, IV, PO,
SoP, Payroll & G/L. Complete with options
for Web & Mobile Time & Expense
entry, Manager Approvals, Credit Card
Expense Management.
Paramount WorkPlace
http://ParamountWorkPlace.com/solutions/
travel-and-expense/ • 800-725-4408
Paramount WorkPlace
Expense
Mobile Entry & Approvals, OCR, Google
Maps, Receipt Attachment, Rule Engine,
Credit Card & Banking Integration,
Real-Time Cash Advances, On-Account
Balance, Expense Split, GL Distribution,
Open Payment Sunshine Act.
Warranty and Claims
Management
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Warranty
Management
Red Maple Warranty Management allows
companies to automatically track the
purchase and sales of items from vendor
to distributor to end user. Generated
claims can be tracked and managed.
Workflow / Notifications
Altec
http://www.altec-inc.com
800-997-9921 ext. 1255
doc-link Integrated Document
Management
Capture, workflow, output & archive
w/doc-link, Doc. Mgmt. for Dynamics.
AvidXchange, Inc.
http://www.avidxchange.com/landing/
microsoftdynamics • 800-560-9305
End-to-End AP Automation
Streamline invoice capture, intelligently
route approvals and facilitate 100% of
payments in 45 days or less...guaranteed.
Datahaven for Dynamics
http://www.datahaven4dynamics.com
757-222-2000
Datahaven for Dynamics
Datahaven is the only scanning, OCR,
and workflow solution natively embedded–not
simply integrated–throughout
the Microsoft Dynamics user experience
and available to non-Dynamics users
from Microsoft Outlook.
docSTAR
http://www.docstar.com • 888-docSTAR
docSTAR eclipse Smart
AP Automation
docSTAR is the premier AP automation
solution provider. SaaS or on-premises
deployment options. Mobile access.
Intelligent data capture. Advanced
workflow. Microsoft Dynamics ERP
integration.
Enliven Software
http://enlivensoftware.com/Products/
Accounts-Payable • 866-439-5884 ext. 1
Fidesic AP - Web-Based
Invoice and Payment Approval
Workflow System
A powerful web-based invoice/payment
approval management system
designed to work specifically with
Dynamics GP. Features OCR and ACH
fulfillment .
Esker Inc
http://www.esker.com • 800-368-5283
Document Process Automation
Addressing processes like accounts
payable, accounts receivable, and sales
order processing, Esker solutions enable
companies to automate the reception,
processing and sending of documents
with one platform.
ImageTag, Inc.
http://www.kwiktag.com • 888-KWIK-TAG
KwikTag KwikApps
KwikApps automate any document,
any department and any process with
ONE SYSTEM that integrates directly
with your Dynamics ERP.
Metafile Information Systems, Inc.
http://www.metaviewer.com • 507-286-9232
MetaViewer Paperless ERP
for Microsoft Dynamics
Enhance your AX, GP, NAV & SL solutions
by adding integrated scanning,
OCR, eInvoicing, workflow, and AP/AR
Automation.
MHC Software, Inc.
http://www.mhcsoftwareinc.com
952-882-3341
MHC Workflow
Easily route documents needing approval-
invoices, HR docs, etc. electronically.
Ensures they are not lost, stalled
or misplaced.
PaperSave
http://www.PaperSave.com • 877-727-3799
PaperSave
PaperSave is a complete document
management, electronic workflow and
invoice automation solution, Certified for
Microsoft Dynamics GP, SL, AX, & CRM.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced
Workflow Email Client
Adv. Workflow Email Client allows you
to approve, reject or redirect workflows
from mobile devices that use Microsoft
Exchange Server without having to
launch AX. Red Maple's Adv. Workflow
is required.
Red Maple
http://www.redmaple.com • 972-980-6963
Red Maple's Advanced Workflow
Adv Workflow enables workflows to
launch automatically on defined criteria
or events. Includes 50+ predefined Types
(2012)/Templates (2009) to expedite
rollouts. New records can be locked
during approval process.
Learn why Karen with ChargeLogic likes The List:
The Partner featured for the ISV Partner Profile is randomly selected
from those Partners participating in The List. To learn more about
“Having The List The reach List so contact many organizations Jane@thepartnerchannel.com.
within Microsoft Dynamics community makes
our decision to participate an easy one – and receiving a lead from The List didn’t hurt either!”
Karen Tran, ChargeLogic
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
72 SUMMER 2016 | THEPARTNERCHANNEL.COM

Services
.NET Development
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
Development - Microsoft
Dynamics GP/CRM/xRM
20 yrs developing GP customizations
(Dexterity, .Net), Source Code Developers,
Experts with CRM/xRM as a platform
creating customized experiences.
Sub-contractor rates to other resellers.
Application Service
Provider/Hosting
MG Technology Group
http://www.mgtechgroup.com/about-us/
partner-program/ • 866-350-9310
Dedicated Dynamics ERP Hosting
Services - 99.999% SLA, SSAE16
13+ years experience, you own the
customer relationship, 100% US support.
Njevity, Inc.
http://www.njevitytogo.com/partner
720-870-9700
NjevityToGo White Label
“Dynamics Cloud Business
in a Box TM ” Cloud & Hosting
Services for Dynamics Partners
Don’t sell THEIR ERP Cloud, sell YOUR
ERP Cloud, YOUR Brand. With our
Cloud Services Program–YOU own the
customer, YOU handle the billing, YOU
make BIG $ for the entire contract. WE
make YOU look like a Cloud Expert!
RoseASP
http://www.roseasp.com • 858-794-9403
RoseASP
Hosted Microsoft Dynamics on Azure/
Private/Hybrid Cloud Solutions.
Comprehensive pricing model for
SPLA/Subscription Licensing - financially
backed uptime guarantee. SSAE-16 data
centers, SOX, HIPAA, FDA Compliancy.
WatServ
http://www.watserv.com • 866-531-2598
Global leader of Hosted Managed
Services for Dynamics ERP & CRM
Offering Private, Hybrid, & Azure hosted
managed services with 24-7-365 world
class global support for customers of
all sizes and complexities.
Azure Managed Cloud
Services
Client Strategy Group
http://www.csgax.com • 216-524-2574
Dynamics AX Done Right!
CSG has proven expertise in: AX
Performance Tuning, Business
Intelligence, and AX 2012 Upgrades.
WatServ
http://www.watserv.com • 866-531-2598
Global leader of Hosted Managed
Services for Dynamics ERP & CRM
Offering Private, Hybrid, & Azure hosted
managed services with 24-7-365 world
class global support for customers of
all sizes and complexities.
Cloud Computing
Data Resolution, LLC
http://www.dataresolution.net • 877-878-9108
ERP Clouds
Data Resolution is dedicated to delivering
private ERP & CRM cloud services
branded as the partners brand. We keep
all of our cloud customers optimized
& working 24 hours a day, worldwide
for the last 15 years.
Myappsanywhere
http://www.myappsanywhere.com
888-636-HOST
Premier Cloud Computing
Provider
Myappsanywhere delivers an integrated
suite of cloud-based Microsoft Dynamics
and ISV applications, including 99.999%
uptime, customizations and secure
storage in its privately owned, SSAE
16 data center facilities.
Njevity, Inc.
http://www.njevitytogo.com/partner
720-870-9700
NjevityToGo White Label
“Dynamics Cloud Business
in a Box TM ” Cloud & Hosting
Services for Dynamics Partners
Don’t sell THEIR ERP Cloud, sell YOUR
ERP Cloud, YOUR Brand. With our Cloud
Services Program–YOU own the customer,
YOU handle the billing, YOU make BIG
$ for the entire contract. WE make YOU
look like a Cloud Expert!
Paramount WorkPlace
http://ParamountWorkPlace.com/solutions/
travel-and-expense/ • 800-725-4408
Paramount WorkPlace
Expense
Mobile Entry & Approvals, OCR, Google
Maps, Receipt Attachment, Rule Engine,
Credit Card & Banking Integration,
Real-Time Cash Advances, On-Account
Balance, Expense Split, GL Distribution,
Open Payment Sunshine Act.
Paramount WorkPlace
http://www.ParamountWorkPlace.com
800-725-4408
Paramount WorkPlace Requisition
& Procurement
Requisition, PunchOut, Check Request,
Budget Compliance, RFQ, PO Generation,
Receiving, Invoice Matching & Vendor
Contract Compliance, Robust Approvals
Engine.
Paramount WorkPlace
http://www.ParamountWorkPlace.com
800-725-4408
NEW: Paramount WorkPlace
Spend Management
Intuitive Web-based & Mobile Spend
Management Solutions. Requisition &
Procurement, and Expense solutions
that are easy for employees, effective for
management, powerful for accounting.
RoseASP
http://www.mygpcloud.com • 888-794-9401
MyGPcloud
myGPcloud is the first on-demand webbased
Microsoft Dynamics GP application
offered on a monthly subscription, with
no setup fees. Start your prospects on
myGPcloud with a free 30 day trial in
less than 5 mins.
WatServ
http://www.watserv.com • 866-531-2598
Global leader of Hosted Managed
Services for Dynamics ERP & CRM
Offering Private, Hybrid, & Azure hosted
managed services with 24-7-365 world
class global support for customers of
all sizes and complexities.
Custom Development
Blue Moon Industries
http://www.bluemoonisv.com • 401-276-9000
Custom Development Services
Fixed prices & over 20 years of experience
in custom development work.
Journyx
http://www.journyx.com • 800-755-9878
Journyx Inc.
Time and expense tracking and resource
management solution that enhances
Microsoft Dynamics project accounting
functionality with data validations,
multi-approval levels, accrual calculations
& more.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
Custom Development
We are a certified .Net and Dexterity
development group with over 15 years
experience. Provide us with your requirements
for a free estimate.
WilloWare, Inc.
http://www.willoware.com
888-339-4556 ext. 2
WilloWare Custom Development
Fixed bid customization developed to
the same high standards as our popular
ISV products, including on-line help
and detailed documentation.
Dexterity Development
DexPros
http://www.dexpros.com • 623-535-9216
Microsoft Dynamics
GP Development
Professionally designed & developed GP
enhancements/integrations/upgrades
supported by experienced Dexterity/
SQL/.NET/VB developers.
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
Development - Microsoft
Dynamics GP/CRM/xRM
20 yrs developing GP customizations
(Dexterity, .Net), Source Code Developers,
Experts with CRM/xRM as a platform
creating customized experiences.
Sub-contractor rates to other resellers.
SERVICES
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
THEPARTNERCHANNEL.COM | SUMMER 2016 73

HR & Payroll Implementation
& Consulting
Elevate HR, Inc.
http://elevate-hr.com/solutions/
877-968-4440
Elevate HR Extensions
for AX HCM
HCM Process Wizards, Approval Flow,
Benefits Admin, Global Payroll, etc.
Integrity Data
http://www.integrity-data.com
217-732-3737 ext. 0203
Comprehensive HR &
Payroll Solutions for
Microsoft Dynamics GP
Creating great Dynamics® GP HR &
Payroll experiences by offering expert
consulting, customizations, implementations
and training - making your payroll
system work exactly the way you want
and need it to.
Implementation Services
Bond Consulting Services
http://www.BondConsultingServices.com
562-988-3451
Custom ERP & CRM Solutions
That Streamline Your
Business Processes
The go-to team of trusted advisors
moving you forward with Microsoft
Dynamics ERP and CRM solutions for
SMB and Enterprise.
Manufacturing
Implementation & Consulting
Manufacturing Resource
Partners
http://www.mrpconsulting.com • 562-547-6156
Dynamics GP Manufacturing
Consulting
The Dynamics GP implementation team
at Manufacturing Resource Partners is
one of the most experienced available.
Each of our consultants has 12 to 24
years of manufacturing and operations
management experience.
SCS Inc.
http://scsdynamics.com • 800-655-5284
Cost-effective Manufacturing
Solutions for Microsoft
Dynamics NAV
Premier NAV provider in manufacturing
industry 20+ years. Hundreds of
successful complex manufacturing
implementations. Experts in MRP/
WMS/EDI.
Marketing Planning &
Services
Looking Glass Marketing
http://www.lookingglassmarketing.com
614-453-5927
Cost-effective Marketing Solutions
for Microsoft Dynamics Partners
Award-winning outsourced marketing
services including lead generation,
nurture marketing, email marketing,
web design/SEO, content development.
OnDemand Trials
RoseASP
http://www.goERPcloud.com • 855-ERP-CLOUD
ERP Cloud Trials
Test drive preconfigured Microsoft
Dynamics industry specific demo
environments with integrated ISV solutions
built for the web. goERPcloud
trials help users understand the power
of Dynamics and the cloud.
Partner Support Service
Plumbline Consulting, LLC.
http://www.PlumblineConsulting.com
419-581-2300
Partner Support Services
Leverage our Partner Support Services,
including Support, Custom Development
& Implementation Assistance to expand
your offerings. 25+ yrs.
Solomon Cloud Solutions
http://www.solomoncloudsolutions.com/
419-581-2833
NEW: Solomon Cloud Solutions
Solomon Cloud Solutions is the leading
source for SL Partners and ISVs needing
a variety of development, support,
training and technology consulting
services. 35+ years experience.
SharePoint Development
DynamicPoint
http://www.dynamicpoint.com • 844-396-7647
Exclusive Source for
Microsoft Dynamics &
SharePoint Integration
Portals, Business Automation & Custom
Products integrated with Dynamics.
Software Development
Consulting
KTL Solutions, Inc.
http://www.ktlsolutions.com • 866-960-0001
Development - Microsoft
Dynamics GP/CRM/xRM
20 yrs developing GP customizations
(Dexterity, .Net), Source Code Developers,
Experts with CRM/xRM as a platform
creating customized experiences.
Sub-contractor rates to other resellers.
Upgrades
Client Strategy Group
http://www.csgax.com • 216-524-2574
Dynamics AX Done Right!
CSG has proven expertise in: AX
Performance Tuning, Business Intelligence,
and AX 2012 Upgrades.
InterDyn BMI
http://www.interdynbmi.com • 866-264-3249
InterDyn BMI
Microsoft Gold Certified provider of
innovative solutions for over 30 years.
SERVICES
Client Strategy Group
http://www.csgax.com • 216-524-2574
Dynamics AX Done Right!
CSG has proven expertise in: AX
Performance Tuning, Business
Intelligence, and AX 2012 Upgrades.
Journyx
http://www.journyx.com • 800-755-9878
Journyx Inc.
Time and expense tracking and resource
management solution that enhances
Microsoft Dynamics project accounting
functionality with data validations,
multi-approval levels, accrual calculations
& more.
Managed Services
RedTail Solutions
http://www.redtailsolutions.com
508-983-1900
RedTail EDI
Freedom to Do Business: Stick to what
you do best - our cloud service manages
your EDI. Integrated with ERP/WMS/3PL
systems. Lowest total cost.
The Partner Marketing Group
http://www.thepartnermarketinggroup.com
605-574-9432
Microsoft Approved Vendor for
Dynamics Marketing Consulting
From strategic marketing plan development
to the critical daily execution, this
Microsoft experienced team can help
fill your sales pipeline.
Tornado Marketing, Inc.
http://www.tornado-marketing.com
608-213-0377
Marketing Consulting
Tornado Marketing offers high-impact,
highly effective marketing consulting.
10+ years in the channel. Websites. SEO.
Copywriting.
Member Organizations
ERP Software Blog
http://www.groupbloggers.com • 888-800-0999
ERP Software Blog/
CRM Software Blog
Group blog sites for VAR/ISV partners
to increase SEO, web traffic,leads
Sales Tax Management
Service
Avalara, Inc.
http://www.info.avalara.com/TheList
877-780-4848
Avalara for Sales Tax
Automation
Automate and eliminate the complexity
of sales tax management with
Avalara. A cloud-based sales and use
tax calculation, exemption certificate
management, filing and remittance
solution for Microsoft Dynamics.
Vertex SMB
http://www.VertexSMB.com/TheList
855-221-5885
Vertex SMB
Sales & use tax automation with payas-you-go
pricing and PDF returns.
SCS Inc.
http://scsdynamics.com • 800-655-5284
Cost-effective Upgrades for
Microsoft Dynamics NAV
Gold Partner 500+ NAV implementations
& upgrades. Ask for a free quote!
Writing/Documentation
Services
The Partner Marketing Group
http://www.thepartnermarketinggroup.com
605-574-9432
Blogs, Case Studies,
Infographics, Websites
Use 'content marketing' to build your
brand and drive prospects into your
sales pipeline.
KEY: Axapta Great Plains Navision Solomon Customer Relationship Management Retail Management System Point of Sale
74 SUMMER 2016 | THEPARTNERCHANNEL.COM

Narrow Your Search for
Microsoft Dynamics
Add-Ons With
The List: Mobile!
Visit www.thelistmobile.com on your mobile
device and access an up-to-date list of Microsoft
Dynamics products and services in your pocket
anywhere you go.
Search by company name, keyword, or filter
by Microsoft Dynamics product line to find
the products you need.

When it comes to process
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to be in the mix.
Visit
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